Garry Bradbury

PDSAT 21B-005 Transferring Learners

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We are just trying to square off our 2020/21 PDSATs.

The logic for '21B-005 Transferring Learners' identifies those learners who do not have a corresponding aim within a calendar month of a transfer.

Are there any funding rules or guidance that actually stipulate a transfer should happen within a calendar month, if so could someone point me to the correct document.

Many Thanks 

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Ben James

The PDSAT guidance suggests they've used that timeframe as they class it as "a reasonable period within which a new learning aim can be expected to have commenced." I don't recall the PSM explicitly stating a transfer needs to be within a month, and 'reasonable' is definitely the operative word, but I think the suggestion is it being longer wouldn't breach a 'rule' necessarily, you'd just need to be able to justify the delay.. especially if it represented a pattern of transfers having taken longer than 30 days.

Martin West

PDSAT is a tool that reports data anomalies (not necessity errors) to assist auditors and give providers a toolkit to analyse ILR data.

This report applies to various funding streams and although the individual funding rules for each do not include any specific timescale, the anticipation is that the transfer should be timely is indicated in the guidance from the ILR Support guidance that states the following.

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.

Where there is a longer delay in starting a learning aim this report allows the provider to identify each occurrence so that they can check that there is an auditable reason for the delay in preparation for audit.

HTH

Steve Hewitt

Yes, exactly. The classic ones are usually over Christmas where it gets past a month. There is no *rule* about a maximum length of gap, but explanations would be required for those over a month and, as Ben says, if there's a pattern, rather than the odd exception then Questions Would Be Asked...

Amanda Waterton

I'm actually using the tool atm, but cannot find published guidance on 2021 PDSATs - even though I can run R09 through the tool. Am I missing something?

Martin West

What is the tool atm?

See here: ILR data: provider data self-assessment toolkit (PDSAT) - GOV.UK (www.gov.uk)

Steve Hewitt

We're all missing something! They don't appear to have been published, but the 19/20 version covers most of it, not that many changes between the two years.