Catarina Smith

Off the job calculation formula

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I'm having difficulty knowing if my calculator is formulated correctly as it doesn't match others i've seen. 

Could someone please advise:

My calculation is that a learner on a 12 month programme (or 366days) 5 days a week, 30hrs a week contract = 1398 contracted working hours and 281 20% threshold. 

I have done this by taking 366 - 28days (minimum statutory leave) = 338 (this would change depending on entitlement) 

388 - 104 (Non working days/weekends) = 234 working days

(30/5)*234 = 1404 hours for the 12 months and 20% = 281min OTJH

However the calculators I've seen others using, are calculating it as 52*30 (weeks per year X weekly contract hours) or 6*366 (daily hours X 366 days of the year)

If the non working days and the holiday entitlement is not included then you have way over the threshold. But could result in more paperwork later if that isn't met (because the requirement is too high/unrealistic) - so I want to be sure our calculator is working correctly with the above formula and we aren't miscalculating the minimum.

I was worried because of the 366 days on programme minimum. As the actual working days per year are 234 but the duration of the apprenticeship is 366 days. I am right in saying the duration of the apprenticeship isn't based on working days, but rather actual chronological days.  

Any advice is appreciated.

Catarina

Replies

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Martin West

When compared to the example in the OTJ guide there is little difference?

52 weeks (minus 5.6 weeks statutory annual leave) = 46.4 weeks

46.4 weeks x 30 hours = 1,392 hours

1,392 hours x 0.2 (minimum 20% off-the-job training) = 278.4 hours.


In your example you have a 1 year programme as 366 days (that is 52.28 weeks and not 52) you have the same issue with the statutory leave which should be based on a year + 1 day

52.28 weeks (minus 5.63 weeks statutory annual leave) = 46.655 weeks

46.655 weeks x 30 hours = 1,399 hours

1,399 hours x 0.2 (minimum 20% off-the-job training) = 279.9 hours.


You should follow the example in the guidance and I would avoid mixing days and weeks in the calculation it has to be one or the other,

Catarina Smith

@Martin West Thanks for your reply, really helpful i will tweek my calculation- and I will be sure not to mix weeks and days. I'm just glad i was close and not miles off. 

I really wish the ESFA would produce a calculator for everyone. I've been shared two from conferences and they are both different. I guess its liability if something gets edited.  

Martin West

You can use the ESFA calculator built into the template.

https://www.gov.uk/government/publications/apprenticeship-commitment-statement-template

Barry McNamara

Hi All,
I’m having a little issue with the calculation, it works when the programme is 52 weeks long, but when a programme is 60+ weeks long, the holiday entitlement will be more than the 5.6 weeks as it is spanning 2 years. this is leading to me getting a few errors on my PDSATS where my calculation is about 1.5 hours off, and I can only think it’s due to my calculation taking into account the second years accrued holiday for the additional 8 weeks and the official calculation not doing so. I read in the guidance that 5.6 weeks is a maximum, is this the case or will my calculation hold up under audit?
Thanks

Martin West

You need something in your calculation like this:

Total holiday entitlement = 5.6 x Hrs per week x (weeks on Programme/52)

You deduct this from the total hours and the apply the 20% to get the minimum OTJ hours.

MR

Hi

Could you tell me where the statement is within the funding rules confirming that the calculation for OTJH for a full time worker is capped at 30 hours please

TIA

Martin West

It is not, the hours are the normal hrs worked it may be more than 30..

MR

Thank you

Jaci Littlewood

OTJH's - I know it's all changing in August but..... for legacy learners and auditing, could someone please help me out here

Does anyone have an excel spreadsheet calculator that gives you the OTJHs where you can plot in the the Start and PED = number of weeks on programmes. (or if not that I can work that out easily enough)   But with everything else in you need ie Hours per week, Statutory leave based up number of weeks on programme not (per annum)

Having moved employer, I've not taken mine with me.  I'm trying to create it again but like last time what seemed so easy is proving to be more difficult and is taken a huge amount of time.  I can't seem to get my head around the weeks and the stat leave week per annum.  Our programmes are typically NOT 12 months and vary depending on their prior attainment etc

I've looked at the Commitment Statement template but unless I'm reading it wrong it's only asking for the annual leaving entitlement (5.6).  What do you put into this box if they are doing more that 12 months or am I reading this wrong and their calculator is correct. My brain has literally gone to much and going around and around in circles.  It's like trying to catch that piece of thread, just when you think you've caught it, it moves out of your grasp

I hope I've explained this correctly.  Sorry to be a pain guys,  But would love to crack this by the end of this week.  Thanks in anticipation x