Louise Tomkins
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Louise Tomkins commented,
This is one situation the ILR simply can't handle. We are now on our 4th or 5th learner with this scenario and I spent a year back and forth with the ESFA trying to resolve. The ESFA confirmed to me that there are technically two options: 1. If you charged the maximum amount at the start of programme (TNP1 and TNP2), then you can technically leave the the TNP3/4 as the remaining value you entered when they moved employer, this will then just cap when it reaches the maximum amount and stop paying you, but this can be messy on your reports/reconciliation. 2. You can amend the restart TNP3/4 and reduce the values by the amount claimed under the second employer before the break, this will then require you to update the value on DAS for the second employer to be the restart amount and not the amount you originally agreed with them, but this does make your reports/reconciliation make more sense. I hope this helps, ESFA published guidance on this specific scenario is not at all clear. Louise
This is one situation the ILR simply can't handle. We are now on our 4th or 5th learner with this scenario and I spent a year back and forth with the ESFA trying to resolve. The ESFA confirmed to m...
Louise Tomkins commented,
Its normally 14 days after the ILR closes, so I would suspect it will land tomorrow. Hope this helps
Its normally 14 days after the ILR closes, so I would suspect it will land tomorrow. Hope this helps
Louise Tomkins commented,
You should have two sets of reports to download from Submit Learner Data (Reports > Submission History), you should see an ILR Reports zip file for each period which will be based on your final upload and available shortly after the upload, then you will get a Period End Reports zip file for each period, usually available within a week of the ILR close, this latter folder is where you will find the Apps Monthly Payment report, which is confirmation of the actual funding you can expect to receive for your submitted claim that month and also includes the co-investment received and due from your employers. Hope this helps Louise
You should have two sets of reports to download from Submit Learner Data (Reports > Submission History), you should see an ILR Reports zip file for each period which will be based on your final upl...
Louise Tomkins commented,
Hi Jacky, I add the employer name to the field Provider Specified Delivery Monitoring (A) in the ZPROG of the ILR, this then allows me to pivot the data in the Apps Monthly Payment report to look at this field (removing the blanks) so I know the employer, alongside the learner name in the rows of the table, and then I put the monthly value expected 'August (R01) co-investment (below band upper limit) due from employer' into the values section. This gives me a table each month of the co-investment due from (or to) my levy employers. There is a co-investment report in the Month End Reports folder that our MIS (PICS) allows us to import and reconcile, to auto-add payment records to the ILR, however, I will be honest and say that apart from using for the import, I have never found looking at the co-investment report on its own particularly helpful and I prefer to stick with the Apps Monthly Payment report. Hope this helps. Louise
Hi Jacky, I add the employer name to the field Provider Specified Delivery Monitoring (A) in the ZPROG of the ILR, this then allows me to pivot the data in the Apps Monthly Payment report to look ...
Louise Tomkins commented,
Ruth Canham-James I did try to argue it but this was their only option, even had Teams calls with their technical team to discuss it. We can't really keep 1/8 cross years, because as you said if the learner fails to resit EPA in the new year, of which we did have one or two in the earlier days, we have then lost the completion payment which for us is over £4k per learner, so we make sure that is claimed at the first EPA attempt. Steve Hewitt I met with a guy called Scott from the ESFA back in June last year, below is part of the clarification as I don't have in writing all of the steps (ignore the certificate comment), he specifically said I had to claim the completion and mark as achieved or not at the point of the first full EPA, then add a new ZPROG, he seemed to suggest it would convert the previous fail into a pass, which we all know it doesn't once QAR is closed, which is why I still update the old one. I probably only have half a dozen a year affected by this a year but its still half a dozen non achievers I would rather not have. I do also agree with Jessica that the ESFA should provide some further clarity on cross year claims, but your suggestion would also work, just means the completion payment falls in Period 2 and not at the point of first full EPA. [image] Apologies if this has confused anyone, we clearly all have our own ways of doing things that are not always consistent, but in this instance, is on the advice of ESFA. Thanks Louise
Ruth Canham-James I did try to argue it but this was their only option, even had Teams calls with their technical team to discuss it. We can't really keep 1/8 cross years, because as you said if th...
Louise Tomkins commented,
Hi Wayne, Not 100% sure if this first part is the official way to record, but we have this situation every year, with EPA in June, results in July, then resits in September and results on the P14 ILR close date. If the learner first sat full EPA in 2023/24, and successful achievement was in 2024/25 but still within the Period 14 window, then we simply update the 2023/24 record from no or parial achievement, to achieved, this way, the learner only appears once in your QAR. If EPA didn't cross an academic year, this is simply what you would do anyway. ESFA advised us, if the successful achievement in 2024/25 is outside of the Period 14 window for 2023/24, then we have to add a new ZPROG aim starting in the new year, with 1 OTJ hour and new *TNP's at zero, ensure you include the restart indicator and original start date, this means your original record will remain as a non-achiever in 2023/24 and a duplicate record will show the achiever in the 2024/25 academic year. I don't think this is particuarly fair as its ultimately a duplicate record and personally we do continue to update the old record, even past Period 14, we know the ESFA won't ever use it in QAR but for us, it helps to know that those people who left in prior years did ultimately achieve and had they achieved within the academic year, our QAR would have looked more positive, this is the flaw with losing the achievers vs timely in QAR for standards. I hope this helps a little. Louise *for info the TNP's in PICS cause funding reconcilation issues, so they advise using the full TNP, either way it doesn't matter as you have already had the full funding
Hi Wayne, Not 100% sure if this first part is the official way to record, but we have this situation every year, with EPA in June, results in July, then resits in September and results on the P14 I...
Louise Tomkins commented,
My team are getting it too, so definitely a system issue, we'll raise it and tell them cookies hasn't fixed too.
My team are getting it too, so definitely a system issue, we'll raise it and tell them cookies hasn't fixed too.
Louise Tomkins commented,
Hi Angela, Yes, but you would want it asap as you need to record it in your ILR so that it can reconcile before Period 14 closes, or you will lose your completion payment if it is not recorded as received before the final return for 23/24. Hope this helps. Louise
Hi Angela, Yes, but you would want it asap as you need to record it in your ILR so that it can reconcile before Period 14 closes, or you will lose your completion payment if it is not recorded as ...
Louise Tomkins commented,
Yes, I just tried to login and got the same error, so not just you.
Yes, I just tried to login and got the same error, so not just you.