Levy Transfer

Good timing with this post as I was just about to ask the same thing! We have an Apprenticeship learner who enrolled in April with a non-levy employer who has set up a record on the Apprenticeship Service and everything seemed fine as we have been paid for last month. However I have now found out that there was a larger levy employer that had agreed to transfer some of their funds to the non-levy employer but this doesn’t seem to have happened (showing in reports like your example).

I have no idea how this can be rectified, whether it is something we can do as the Training Provider or if the employer needs to do something?

Steve

We are a training provider with some levy transfers and, as I understand it, we are only "officially" made aware of any levy transfers from the DAS notification we get when the cohort is ready for approval - but once we approve them and the apprentice is on as normal there is no flag for us to be able to identify them. It is considered not something training providers 'need to know' and responsibility lies with the employers to sort everything out. We put a marker in the reference box on the apprentice's DAS record (where their DOB and ULN, etc is) so we can identify them if we need to but as a training provider I don't believe there is currently another way to spot levy transfer apprentices. I must point out that currently we only have levy employers using levy transfer which has all been agreed from the start, not non-levy, so I don't know if it will be different. Hopefully someone can confirm. Sorry, I know that's probably not much help!

Hi - this is something I've requested as an improvement to DAS a couple of times but I've had no response.

The fund transfer apprentices we have appear on the monthly payment report as '19+ Apprenticeship (Employer on App Service) Non-Levy funding’ but there are no co-funding amounts identified. They don't appear on the CF report.

From my understanding if there is a transfer then this has to happen before the request is sent from the employer to the TP. Once the request is sent through using a transfer, the approval process can't be complete until the transferring employer also approves.

If the employer sends through a request before the transfer is in place then the DAS system would not know and would treat the request as a typical non-levy co-funding.

When the employer sends through the request for training they must select the "levy transfer" option rather than the "funding reservation" option.

Sorry I forgot to add that if the request wasn't sent correctly using the "levy transfer" you could only correct this by placing a "STOP" on the original record with a stop date to match the start date, therefore nullifying that approval.

Then you would need the employer to send a new request using the "levy transfer" option assuming it's already been put in place by the two employers.

Thank you all for responses so far.

Rebecca - Good idea. I'll update the references in the Das record. At least if I get hit by a bus, someone else will be able to see which are LT.

Steven - I believe that these were set up correctly as when referring back to to the employer for approval, the request sat in the 'with transfer sending employers' box until they were approved. However, the co-invest period end report shoes values to be collected. Perhaps there is an angle I haven't thought of as to why this is showing. The whole point of these small employer accessing Levy funds was to avoid the 5% co-invest!

I think I'll raise this one with help desk. Will report back!

Thanks again.

In that case it does sound like they were set up correctly, perhaps it's a report issue showing values incorrectly. Hopefully the help desk will point you in the right direction.

Hi Louise, This is an odd one,?! Yes, if it says with transfer sending employer when you do your approval then that implies transfer levy funds have been used. That should also mean it is 100% funded and not on the co-investment report.......unless the sending employer doesn't have enough in their pot this month maybe?? Please can you update us with your findings as I am curious to see how this pans out as we have transfer levy employers too

I have the Solent Apprenticeship Hub checking with the Levy employer that it all looks OK from their end (they liaised) but I'll be sure to let you know what the help desk say.