Martin Gallagher

Changing actual end date after hard close

Created

Hi all,

In a situation when a learning actual end date has been identified as incorrect by a few months after hard close (and in a previous funding year) is there any way to rectify this in the ILR? My interpretation of the guidance is that this field must not be changed as it messes up funding calculations.

Thanks,

Martin

 

Replies

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Steve Hewitt

Yeah, no, best not to if we can help it!

Which funding stream though? Also, is it too early or too late? There are some brute force ways of "correcting" it if we need to, but tell us more about the situation first, might not be necessary.

Martin Gallagher

Hi Steve,

Levy funded (FM36) apprenticeship standard - the true end date is 2 months earlier than the date we reported (so would mean overclaimed funds albeit not much in the grand scheme of things), and it's a BIL rather than a withdrawal. The difference in dates doesn't cross funding years, and the learner has been on a BIL for the entirety of this year.

Thanks,

Martin

Steve Hewitt

Blimey ;)

I mean *as long as they come back* it will all level out because you'll just get all the on-prog on a slightly different schedule which isn't perfect, but also not the end of the world.

If you need to turn them into a withdrawal, then it's fine to correct the actual end date when you change the record to withdrawn from BIL. I think this will mean the record pops up on an FRM report (and it's the really annoying one where the only way to clear it is to not correct things) and you should pay back the two months funding using EAS (it's possible not everyone does this).

Martin Gallagher

Hi Steve,

Thanks for the reply - that's helpful to know.

Out of curiosity, if we were to pay them back via EAS now, does that payment make it's way through to the the ILR payment system, i.e. will the remaining cost be updated, so when they resume, the remaining cost/schedule is corrected?

We've never used the EAS for this purpose before - would we need to add a PMR3 code in our ILR when we do this?

Thanks,

Martin

Steve Hewitt

Ah, no, EAS is just a lump of money, it cannot be linked to individual learners, which is why I only suggested using it for withdrawals, if you used it on a learner who came back, you'd lose out.

PMR is only for employer contributions, it wouldn't work in this scenario.