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The guidance from the PSM is:
Recording new aims after a transfer within the same provider.
- Learning start date is the date on which the learner starts the new learning aim.
- Original learning start date data is not returned.
- Learning planned end date is recorded as the new assessed planned end date for the new aim.
- Return Funding adjustment for prior learning if applicable.
- Restart indicator (FAM) data is not returned.
The start date of the new learning aim cannot be earlier from than the actual end date of the learning aim that the learner has transferred from or may be slightly later if there is a delay in the learner starting the new aim.
I think the important part is prior learning and the funding adjustment the guidance is if you will be delivering the full scope of the learning aim then this is not required but as the learner is starting later then you may think this may not be the case as you are delivering only part of the tuition.
As with any late start on a course it could be said that the leaner would be expected to catch up and for the funding adjustment it is only actual APL that needs to be considered.
The premiss that your total funding at the end of the study should be the same as if we were doing the Foundation Diploma is the issue but it is only any APL that applies and not the funding from the previous aim.
HTH
Ruth Canham-James
AEB Transferring Aims
Created
If you have an AEB funded student who starts in September on an Extended Certificate, and in December decides that they actually want to do the Foundation Diploma in the same subject, what would you do with the data? They're past the qualifying period.
- Retrospectively record that they were doing the Foundation Diploma all along
- Record as a Transfer and unfund the Extended Certificate so you're not claiming funding for part of that as well as the entire Foundation Diploma
- Record as a Transfer and record a Funding Adjustment for Prior Learning on the Foundation Diploma
We're going for the third option, but the only relevant guidance for I can find for the third option is;
311. The Funding adjustment for prior learning field should be completed with the proportion of the learning aim that is still to be delivered if the learner is not undertaking the full scope of the learning aim because of prior learning. This can be because of a break in learning, a transfer from another provider, or because of prior learning when they join as a new learner on a new learning aim.
314. For a learner who starts a learning aim with prior learning and is not a restart, in other words they do not need to undertake the full scope of the learning, you must record the percentage of learning left to undertake. This calculation is at your discretion and you must retain evidence of the calculation for audit. It could, for example, be based upon the percentage of credits left to deliver, time left to deliver, or learning left to deliver. The funding adjustment is applied to the monthly funding instalments and to the achievement element.
In an internal transfer even included? I would say yes, as paragraph 311 isn't necessarily an exhaustive list of all the occasions on which to use a Funding Adjustment.
In the case above, I feel like our total funding at the end of the study should be the same as if we were doing the Foundation Diploma all along, so one way to do the adjustment would be to work out the amount of funding you'd already had on the Extended Certificate, and work that out as a percentage of what you would get on the Foundation Diploma, and take that off 100 to claim the remaining percentage. I'm pretty happy I've appropriately used my discretion and we're not over claiming.
What if the transfer was from the larger to the smaller? Do we deserve funding for the entire Foundation Diploma? Just the Extended Certificate? A bit more than the Extended Certificate to cover the couple of months we spent delivering the larger qualification?
Then there's this, which makes me question everything;
32. If you record data in the ‘Funding adjustment for prior learning’ field on the ILR, we change the funding formula to reflect this. However, it does not change the fixed monthly learning support funding.
33. If the learning aim does not use the restart indicator, we reduce the achievement funding as well as the monthly instalments. This is because we assume the learner has earned some achievement within the prior learning.
34. If the learning aim uses the restart indicator, we reduce the monthly instalments, but the achievement funding stays at 20% of the full funding rate.
Am I overthinking this? What do others do?