Sharon Toothill

Recording Co-investments

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Hi

We have a learner who has gone on a break in learning.  The employer has paid all the co-investment up front.  I understand that we should reconcile and pay back the employer co-investment, and then re-invoice the employer when the learner returns for the remaining.

The learner is only anticipated to be on a BIL for a few months so the employer has requested we keep hold of the co-investment, to save the admin work!

Once we re-engage the learner I understand that their will be then two episodes of learning on the co-investment report.  The first will show that the full amount of co-investment has been paid, but what do I do about the second?  If I don't add a payment record will that mean the achievement payment will be upheld, and if I do record the payment record with the original date it was paid, will that not show as we have collected it twice?

Any help would be appreciated.

Thanks

Sharon

Replies

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Steve Hewitt

As long as the original part of the learning stays in next year's ILR and you've got the original start date in the new records, it's clever enough to link them together and see the contribution has been made and *should* release the Completion payment as though it was just a single record.

Ruth Canham-James

We've never refunded for a BIL. If they don't come back, then we refund. As Steve says, it joins it all up when you restart them. It would have been such a colossal amount of admin to try and refund and reinvoice for all the breaks we had over the last 3 years.