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• 1 learner aged 16-18, non-DAS, employed with a small employer at start, is fully funded for on programme and completion payments
• 16 to 18 learner incentives, framework uplifts, level 2 english or maths payments
• 2 learners, paid in priority order
• Amount due is calculated based on previously earned amount
• Apprentice changes provider scenarios
• Business definitions
• Calculate the payments
• Datalock produces correct errors when ILR does not match commitment
• Employer stops payments on a commitment
• Provider adjustments (EAS) payments
• Provider earnings and payments for a learner with a negotiated price above the funding band cap
• Provider earnings and payments where a learner changes employers
• Provider earnings and payments where learner changes apprenticeship standard or there is a change to the negotiated price at the end of a month, remaining with the same employer and provider
• Provider earnings and payments where learner completes earlier than planned
• Provider earnings and payments where learner completes later than planned
• Provider earnings and payments where learner completes on time and is funded by levy
• Provider earnings and payments where learner refund payments are due
• The ILR is submitted late

16 to 18 learner incentives, framework uplifts, level 2 english or maths payments

Tags: @AdditionalPayments

• AC1- Payment for a 16-18 DAS learner, levy available, incentives earned

  Tags: @AdditionalPayments

  • Given levy balance > agreed price for all months
  • And the following commitments exist:

    ULN	start date	end date	agreed price	status
    learner a	01/08/2017	01/08/2018	15000	active

  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status
    learner a	16-18 programme only DAS	15000	06/08/2017	08/08/2018		continuing

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	08/18	09/18
    Provider Earned Total	1000	1000	1000	2000	1000	...	1000	0
    Provider Paid by SFA	0	1000	1000	1000	2000	...	1000	1000
    Levy account debited	0	1000	1000	1000	1000	...	1000	0
    SFA Levy employer budget	1000	1000	1000	1000	1000	...	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0
    SFA Levy additional payments budget	0	0	0	1000	0	...	1000	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	08/18	09/18
    On-program	1000	1000	1000	1000	...	1000	0
    Completion	0	0	0	0	...	0	0
    Balancing	0	0	0	0	...	0	0
    Employer 16-18 incentive	0	0	0	500	...	0	500
    Provider 16-18 incentive	0	0	0	500	...	0	500

• AC2- Payment for a 16-18 DAS learner, levy available, incentives not paid as data lock fails

  Tags: @AdditionalPayments

  • Given levy balance > agreed price for all months
  • And the following commitments exist:

    commitment Id	ULN	start date	end date	agreed price	status
    1	learner a	01/09/2017	01/09/2018	15000	active

  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status
    learner a	16-18 programme only DAS	15000	28/08/2017	29/08/2018		continuing

  • Then the data lock status will be as follows:

    Payment type	08/17	09/17	10/17	11/17	12/17	...	08/18	09/18
    On-program						...
    Employer 16-18 incentive						...
    Provider 16-18 incentive						...

  • And the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	08/18	09/18
    Provider Earned Total	1000	1000	1000	2000	1000	...	1000	0
    Provider Paid by SFA	0	0	0	0	0	...	0	0
    Levy account debited	0	0	0	0	0	...	0	0
    SFA Levy employer budget	0	0	0	0	0	...	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0
    SFA Levy additional payments budget	0	0	0	0	0	...	0	0

• AC3-Learner finishes on time, earns on-programme and completion payments. Assumes 12 month apprenticeship and learner completes after 10 months.

  Tags: @AdditionalPayments

  • Given the apprenticeship funding band maximum is 9000
  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	framework code	programme type	pathway code
    123456	16-18 programme only non-DAS	9000	06/08/2017	09/08/2018	10/08/2018	Completed	403	2	1

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	06/18	07/18	08/18	09/18
    Provider Earned Total	720	720	720	1720	720	...	720	720	3160	0
    Provider Earned from SFA	660	660	660	1660	660	...	660	660	2980	0
    Provider Earned from Employer	60	60	60	60	60	...	60	60	180	0
    Provider Paid by SFA	0	660	660	660	1660	...	660	660	660	2980
    Payment due from Employer	0	60	60	60	60	...	60	60	60	180
    Levy account debited	0	0	0	0	0	...	0	0	0	0
    SFA Levy employer budget	0	0	0	0	0	...	0	0	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0	0
    SFA non-Levy co-funding budget	540	540	540	540	540	...	540	540	1620	0
    SFA non-Levy additional payments budget	120	120	120	1120	120	...	120	120	1360	0

  • And the transaction types for the payments are:

    Payment type	08/17	09/17	10/17	11/17	12/17	...	06/18	07/18	08/18	09/18
    On-program	0	540	540	540	540	...	540	540	540	0
    Completion	0	0	0	0	0	...	0	0	0	1620
    Balancing	0	0	0	0	0	...	0	0	0	0
    Employer 16-18 incentive	0	0	0	0	500	...	0	0	0	500
    Provider 16-18 incentive	0	0	0	0	500	...	0	0	0	500
    Framework uplift on-program	0	120	120	120	120	...	120	120	120	0
    Framework uplift completion	0	0	0	0	0	...	0	0	0	360
    Framework uplift balancing	0	0	0	0	0	...	0	0	0	0
    Provider disadvantage uplift	0	0	0	0	0	..	0	0	0	0

• AC4-Learner finishes on time, Price is less than Funding Band Maximum of �9,000

  Tags: @AdditionalPayments

  • Given the apprenticeship funding band maximum is 9000
  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	framework code	programme type	pathway code
    123455	16-18 programme only non-DAS	8250	06/08/2017	09/08/2018	10/08/2018	Completed	403	2	1

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	06/18	07/18	08/18	09/18
    Provider Earned Total	670	670	670	1670	670	...	670	670	3010	0
    Provider Earned from SFA	615	615	615	1615	615	...	615	615	3845	0
    Provider Earned from Employer	55	55	55	55	55	...	55	55	165	0
    Provider Paid by SFA	0	615	615	615	1615	...	615	615	615	2845
    Payment due from Employer	0	55	55	55	55	...	55	55	55	165
    Levy account debited	0	0	0	0	0	...	0	0	0	0
    SFA Levy employer budget	0	0	0	0	0	...	0	0	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0	0
    SFA non-Levy co-funding budget	495	495	495	495	495	...	495	495	1485	0
    SFA non-Levy additional payments budget	120	120	120	1120	120	...	120	120	1360	0

  • And the transaction types for the payments are:

    Payment type	08/17	09/17	10/17	11/17	12/17	...	06/18	07/18	08/18	09/18
    On-program	0	495	495	495	495	...	495	495	495	0
    Completion	0	0	0	0	0	...	0	0	0	1485
    Balancing	0	0	0	0	0	...	0	0	0	0
    Employer 16-18 incentive	0	0	0	0	500	...	0	0	0	500
    Provider 16-18 incentive	0	0	0	0	500	...	0	0	0	500
    Framework uplift on-program	0	120	120	120	120	...	120	120	120	0
    Framework uplift completion	0	0	0	0	0	...	0	0	0	360
    Framework uplift balancing	0	0	0	0	0	...	0	0	0	0
    Provider disadvantage uplift	0	0	0	0	0	..	0	0	0	0

• AC5- Payment for a non-DAS learner, lives in a disadvantaged postocde area - 1-10% most deprived, funding agreed within band maximum, UNDERTAKING APPRENTICESHIP FRAMEWORK The provider incentive for this postcode group is �600 split equally into 2 payments at 90 and 365 days. INELIGIBLE FOR APPRENTICESHIP STANDARDS

  Tags: @AdditionalPayments

  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	framework code	programme type	pathway code	home postcode deprivation
    learner a	programme only non-DAS	15000	06/08/2017	08/08/2018		continuing	403	2	1	1-10%

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1000	1000	1000	1300	1000	...	1000	300	0
    Provider Paid by SFA	0	900	900	900	1200	...	900	900	300
    Payment due from Employer	0	100	100	100	100	...	100	100	0
    Levy account debited	0	0	0	0	0	...	0	0	0
    SFA Levy employer budget	0	0	0	0	0	...	0	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	900	900	900	900	900	...	900	0	0
    SFA non-Levy additional payments budget	0	0	0	300	0	...	0	300	0
    SFA Levy additional payments budget	0	0	0	0	0	...	0	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	08/18	09/18
    On-program	900	900	900	900	...	900	0
    Completion	0	0	0	0	...	0	0
    Balancing	0	0	0	0	...	0	0
    Provider disadvantage uplift	0	0	0	300	...	0	300

• AC6- Payment for a non-DAS learner, lives in a disadvantaged postocde area - 11-20% most deprived, funding agreed within band maximum, UNDERTAKING APPRENTICESHIP FRAMEWORK

  Tags: @AdditionalPayments

  • #The provider incentive for this postcode group is �300 split equally into 2 payments at 90 and 365 days. INELIGIBLE FOR APPRENTICESHIP STANDARDS When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	framework code	programme type	pathway code	home postcode deprivation
    learner a	programme only non-DAS	15000	06/08/2017	08/08/2018		continuing	403	2	1	11-20%

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1000	1000	1000	1150	1000	...	1000	150	0
    Provider Paid by SFA	0	900	900	900	1050	...	900	900	150
    Payment due from Employer	0	100	100	100	100	...	100	100	0
    Levy account debited	0	0	0	0	0	...	0	0	0
    SFA Levy employer budget	0	0	0	0	0	...	0	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	900	900	900	900	900	...	900	0	0
    SFA non-Levy additional payments budget	0	0	0	150	0	...	0	150	0
    SFA Levy additional payments budget	0	0	0	0	0	...	0	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	08/18	09/18
    On-program	900	900	900	900	...	900	0
    Completion	0	0	0	0	...	0	0
    Balancing	0	0	0	0	...	0	0
    Provider disadvantage uplift	0	0	0	150	...	0	150

• AC7- Payment for a non-DAS learner, lives in a disadvantaged postocde area - 21-27% most deprived, funding agreed within band maximum, UNDERTAKING APPRENTICESHIP FRAMEWORK

  Tags: @AdditionalPayments

  • #The provider incentive for this postcode group is �200 split equally into 2 payments at 90 and 365 days. INELIGIBLE FOR APPRENITCESHIP STANDARDS When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	framework code	programme type	pathway code	home postcode deprivation
    learner a	programme only non-DAS	15000	06/08/2017	08/08/2018		continuing	403	2	1	20-27%

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1000	1000	1000	1100	1000	...	1000	100	0
    Provider Paid by SFA	0	900	900	900	1000	...	900	900	100
    Payment due from Employer	0	100	100	100	100	...	100	100	0
    Levy account debited	0	0	0	0	0	...	0	0	0
    SFA Levy employer budget	0	0	0	0	0	...	0	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	900	900	900	900	900	...	900	0	0
    SFA non-Levy additional payments budget	0	0	0	100	0	...	0	100	0
    SFA Levy additional payments budget	0	0	0	0	0	...	0	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	08/18	09/18
    On-program	900	900	900	900	...	900	0
    Completion	0	0	0	0	...	0	0
    Balancing	0	0	0	0	...	0	0
    Provider disadvantage uplift	0	0	0	100	...	0	100

• AC8- Payment for a non-DAS learner, does not live in a disadvantaged postcode area - no uplift earned, despite them doing a framework

  Tags: @AdditionalPayments

  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	framework code	programme type	pathway code	home postcode deprivation
    learner a	programme only non-DAS	15000	06/08/2017	08/08/2018		continuing	403	2	1	not deprived

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1000	1000	1000	1000	1000	...	1000	0	0
    Provider Paid by SFA	0	900	900	900	900	...	900	900	0
    Payment due from Employer	0	100	100	100	100	...	100	100	0
    Levy account debited	0	0	0	0	0	...	0	0	0
    SFA Levy employer budget	0	0	0	0	0	...	0	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	900	900	900	900	900	...	900	0	0
    SFA non-Levy additional payments budget	0	0	0	0	0	...	0	0	0
    SFA Levy additional payments budget	0	0	0	0	0	...	0	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	08/18	09/18
    On-program	900	900	900	900	...	900	0
    Completion	0	0	0	0	...	0	0
    Balancing	0	0	0	0	...	0	0
    Provider disadvantage uplift	0	0	0	0	...	0	0

• 589-AC01- Maths and English payments for a non-das learner finishing on time, funding agreed within band maximum, planned duration is same as programme (assumes both start and finish at same time)

  Tags: @AdditionalPayments, @MathsAndEnglishNonDas

  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	aim type	aim rate	framework code	programme type	pathway code
    learner a	programme only non-DAS	15000	06/08/2017	08/08/2018		continuing	programme		563	21	2
    learner a	programme only non-DAS		06/08/2017	08/08/2018	08/08/2018	completed	maths or english	471	563	21	2

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1039.25	1039.25	1039.25	1039.25	1039.25	...	1039.25	0	0
    Provider Earned from SFA	939.25	939.25	939.25	939.25	939.25	...	939.25	0	0
    Provider Earned from Employer	100	100	100	100	100	...	100	0	0
    Provider Paid by SFA	0	939.25	939.25	939.25	939.25	...	939.25	939.25	0
    Payment due from Employer	0	100	100	100	100	...	100	100	0
    Levy account debited	0	0	0	0	0	...	0	0	0
    SFA Levy employer budget	0	0	0	0	0	...	0	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	900	900	900	900	900	...	900	0	0
    SFA non-Levy additional payments budget	39.25	39.25	39.25	39.25	39.25	...	39.25	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	08/18	09/18
    On-program	900	900	900	900	...	900	0
    Completion	0	0	0	0	...	0	0
    Balancing	0	0	0	0	...	0	0
    Employer 16-18 incentive	0	0	0	0	...	0	0
    Provider 16-18 incentive	0	0	0	0	...	0	0
    English and maths on programme	39.25	39.25	39.25	39.25	...	39.25	0
    English and maths Balancing	0	0	0	0	...	0	0

• 589-AC2- Maths and English payments for a das learner finishing on time, funding agreed within band maximum, planned duration is same as programme (assumes both start and finish at same time)

  Tags: @AdditionalPayments, @MathsAndEnglishDas

  • Given levy balance > agreed price for all months
  • And the following commitments exist:

    commitment Id	ULN	start date	end date	agreed price	framework code	programme type	pathway code	status	effective from	effective to
    1	learner a	01/08/2017	01/08/2018	15000	403	2	1	active	01/08/2017

  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	aim type	aim rate	framework code	programme type	pathway code
    learner a	programme only DAS	15000	06/08/2017	08/08/2018		continuing	programme		403	2	1
    learner a	programme only DAS		06/08/2017	08/08/2018	08/08/2018	completed	maths or english	471	403	2	1

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1039.25	1039.25	1039.25	1039.25	1039.25	...	1039.25	0	0
    Provider Earned from SFA	1039.25	1039.25	1039.25	1039.25	1039.25	...	1039.25	0	0
    Provider Earned from Employer	0	0	0	0	0	...	0	0	0
    Provider Paid by SFA	0	1039.25	1039.25	1039.25	1039.25	...	1039.25	1039.25	0
    Payment due from Employer	0	0	0	0	0	...	0	0	0
    Levy account debited	0	1000	1000	1000	1000	...	1000	1000	0
    SFA Levy employer budget	1000	1000	1000	1000	1000	...	1000	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA Levy additional payments budget	39.25	39.25	39.25	39.25	39.25	...	39.25	0	0
    SFA non-Levy co-funding budget	0	0	0	0	0	...	0	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	08/18	09/18
    On-program	1000	1000	1000	1000	...	1000	0
    Completion	0	0	0	0	...	0	0
    Balancing	0	0	0	0	...	0	0
    Employer 16-18 incentive	0	0	0	0	...	0	0
    Provider 16-18 incentive	0	0	0	0	...	0	0
    English and maths on programme	39.25	39.25	39.25	39.25	...	39.25	0
    English and maths Balancing	0	0	0	0	...	0	0

• AC11- Payment for a DAS learner, lives in a disadvantaged postocde area - 01-10% most deprived, employer has sufficient levy funds in account, funding agreed within band maximum, UNDERTAKING APPRENTICESHIP FRAMEWORK

  Tags: @AdditionalPayments

  • #The provider incentive for this postcode group is �600 split equally into 2 payments at 90 and 365 days.INELIGIBLE FOR APPRENTICESHIP STANDARDS Given levy balance > agreed price for all months
  • And the following commitments exist:

    commitment Id	version Id	ULN	start date	end date	framework code	programme type	pathway code	agreed price	status
    1	1	learner a	01/08/2017	01/08/2018	403	2	1	15000	active

  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	framework code	programme type	pathway code	home postcode deprivation
    learner a	programme only DAS	15000	06/08/2017	08/08/2018		continuing	403	2	1	1-10%

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1000	1000	1000	1300	1000	...	1000	300	0
    Provider Paid by SFA	0	1000	1000	1000	1300	...	1000	1000	300
    Payment due from Employer	0	0	0	0	0	...	0	0	0
    Levy account debited	0	1000	1000	1000	1000	...	1000	1000	0
    SFA Levy employer budget	1000	1000	1000	1000	1000	...	1000	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy additional payments budget	0	0	0	0	0	...	0	0	0
    SFA Levy additional payments budget	0	0	0	300	0	...	0	300	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	08/18	09/18
    On-program	1000	1000	1000	1000	...	1000	0
    Completion	0	0	0	0	...	0	0
    Balancing	0	0	0	0	...	0	0
    Provider disadvantage uplift	0	0	0	300	...	0	300

• AC12- Payment for a DAS learner, lives in a disadvantaged postocde area - 11-20% most deprived, employer has sufficient levy funds in account, funding agreed within band maximum, UNDERTAKING APPRENTICESHIP FRAMEWORK

  Tags: @AdditionalPayments

  • #The provider incentive for this postcode group is �300 split equally into 2 payments at 90 and 365 days. INELIGIBLE FOR APPRENITCESHIP STANDARDS Given levy balance > agreed price for all months
  • And the following commitments exist:

    commitment Id	version Id	ULN	start date	end date	framework code	programme type	pathway code	agreed price	status
    1	1	learner a	01/08/2017	01/08/2018	403	2	1	15000	active

  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	framework code	programme type	pathway code	home postcode deprivation
    learner a	programme only DAS	15000	06/08/2017	08/08/2018		continuing	403	2	1	11-20%

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1000	1000	1000	1150	1000	...	1000	150	0
    Provider Paid by SFA	0	1000	1000	1000	1150	...	1000	1000	150
    Payment due from Employer	0	0	0	0	0	...	0	0	0
    Levy account debited	0	1000	1000	1000	1000	...	1000	1000	0
    SFA Levy employer budget	1000	1000	1000	1000	1000	...	1000	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy additional payments budget	0	0	0	0	0	...	0	0	0
    SFA Levy additional payments budget	0	0	0	150	0	...	0	150	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	08/18	09/18
    On-program	1000	1000	1000	1000	...	1000	0
    Completion	0	0	0	0	...	0	0
    Balancing	0	0	0	0	...	0	0
    Provider disadvantage uplift	0	0	0	150	...	0	150

• AC13- Payment for a DAS learner, lives in a disadvantaged postocde area - 21-27% most deprived, employer has sufficient levy funds in account, funding agreed within band maximum, UNDERTAKING APPRENTICESHIP FRAMEWORK

  Tags: @AdditionalPayments

  • #The provider incentive for this postcode group is �200 split equally into 2 payments at 90 and 365 days. INELIGIBLE FOR APPRENITCESHIP STANDARDS Given levy balance > agreed price for all months
  • And the following commitments exist:

    commitment Id	version Id	ULN	start date	end date	framework code	programme type	pathway code	agreed price	status
    1	1	learner a	01/08/2017	01/08/2018	403	2	1	15000	active

  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	framework code	programme type	pathway code	home postcode deprivation
    learner a	programme only DAS	15000	06/08/2017	08/08/2018		continuing	403	2	1	20-27%

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1000	1000	1000	1100	1000	...	1000	100	0
    Provider Paid by SFA	0	1000	1000	1000	1100	...	1000	1000	100
    Payment due from Employer	0	0	0	0	0	...	0	0	0
    Levy account debited	0	1000	1000	1000	1000	...	1000	1000	0
    SFA Levy employer budget	1000	1000	1000	1000	1000	...	1000	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy additional payments budget	0	0	0	0	0	...	0	0	0
    SFA Levy additional payments budget	0	0	0	100	0	...	0	100	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	08/18	09/18
    On-program	1000	1000	1000	1000	...	1000	0
    Completion	0	0	0	0	...	0	0
    Balancing	0	0	0	0	...	0	0
    Provider disadvantage uplift	0	0	0	100	...	0	100

• AC14- Payment for a DAS learner, does not live in a disadvantaged postocde area - employer has sufficient levy funds in account, funding agreed within band maximum, UNDERTAKING APPRENTICESHIP FRAMEWORK

  Tags: @AdditionalPayments

  • Given levy balance > agreed price for all months
  • And the following commitments exist:

    commitment Id	version Id	ULN	start date	end date	framework code	programme type	pathway code	agreed price	status
    1	1	learner a	01/08/2017	01/08/2018	403	2	1	15000	active

  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	framework code	programme type	pathway code	home postcode deprivation
    learner a	programme only DAS	15000	06/08/2017	08/08/2018		continuing	403	2	1	not deprived

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1000	1000	1000	1000	1000	...	1000	0	0
    Provider Paid by SFA	0	1000	1000	1000	1000	...	1000	1000	0
    Payment due from Employer	0	0	0	0	0	...	0	0	0
    Levy account debited	0	1000	1000	1000	1000	...	1000	1000	0
    SFA Levy employer budget	1000	1000	1000	1000	1000	...	1000	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy additional payments budget	0	0	0	0	0	...	0	0	0
    SFA Levy additional payments budget	0	0	0	0	0	...	0	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	08/18	09/18
    On-program	1000	1000	1000	1000	...	1000	0
    Completion	0	0	0	0	...	0	0
    Balancing	0	0	0	0	...	0	0
    Provider disadvantage uplift	0	0	0	0	...	0	0

• 624-AC01-Payment for a non-DAS learner, lives in a disadvantaged postocde area - 1-10% most deprived, funding agreed within band maximum, undertaking apprenticeship standard

  Tags: @AdditionalPayments, @DisadvantageUpliftsNonDasForStandard

  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	standard code	home postcode deprivation
    learner a	programme only non-DAS	15000	06/08/2017	08/08/2018		continuing	50	1-10%

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1000	1000	1000	1000	1000	...	1000	0	0
    Provider Paid by SFA	0	900	900	900	900	...	900	900	0
    Payment due from Employer	0	100	100	100	100	...	100	100	0
    Levy account debited	0	0	0	0	0	...	0	0	0
    SFA Levy employer budget	0	0	0	0	0	...	0	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	900	900	900	900	900	...	900	0	0
    SFA non-Levy additional payments budget	0	0	0	0	0	...	0	0	0
    SFA Levy additional payments budget	0	0	0	0	0	...	0	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	08/18	09/18
    On-program	900	900	900	900	...	900	0
    Completion	0	0	0	0	...	0	0
    Balancing	0	0	0	0	...	0	0
    Provider disadvantage uplift	0	0	0	0	...	0	0

• 624-AC02-Payment for a non-DAS learner, lives in a disadvantaged postocde area - 11-20% most deprived, funding agreed within band maximum, undertaking apprenticeship standard

  Tags: @AdditionalPayments, @DisadvantageUpliftsNonDasForStandard

  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	standard code	home postcode deprivation
    learner a	programme only non-DAS	15000	06/08/2017	08/08/2018		continuing	50	11-20%

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1000	1000	1000	1000	1000	...	1000	0	0
    Provider Paid by SFA	0	900	900	900	900	...	900	900	0
    Payment due from Employer	0	100	100	100	100	...	100	100	0
    Levy account debited	0	0	0	0	0	...	0	0	0
    SFA Levy employer budget	0	0	0	0	0	...	0	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	900	900	900	900	900	...	900	0	0
    SFA non-Levy additional payments budget	0	0	0	0	0	...	0	0	0
    SFA Levy additional payments budget	0	0	0	0	0	...	0	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	08/18	09/18
    On-program	900	900	900	900	...	900	0
    Completion	0	0	0	0	...	0	0
    Balancing	0	0	0	0	...	0	0
    Provider disadvantage uplift	0	0	0	0	...	0	0

• 624-AC03-Payment for a non-DAS learner, lives in a disadvantaged postocde area - 21-27% most deprived, funding agreed within band maximum, undertaking apprenticeship standard

  Tags: @AdditionalPayments, @DisadvantageUpliftsNonDasForStandard

  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	standard code	home postcode deprivation
    learner a	programme only non-DAS	15000	06/08/2017	08/08/2018		continuing	50	21-27%

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1000	1000	1000	1000	1000	...	1000	0	0
    Provider Paid by SFA	0	900	900	900	900	...	900	900	0
    Payment due from Employer	0	100	100	100	100	...	100	100	0
    Levy account debited	0	0	0	0	0	...	0	0	0
    SFA Levy employer budget	0	0	0	0	0	...	0	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	900	900	900	900	900	...	900	0	0
    SFA non-Levy additional payments budget	0	0	0	0	0	...	0	0	0
    SFA Levy additional payments budget	0	0	0	0	0	...	0	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	08/18	09/18
    On-program	900	900	900	900	...	900	0
    Completion	0	0	0	0	...	0	0
    Balancing	0	0	0	0	...	0	0
    Provider disadvantage uplift	0	0	0	0	...	0	0

• 624-AC04-Payment for a non-DAS learner, does not live in a disadvantaged postocde area, funding agreed within band maximum, undertaking apprenticeship standard

  Tags: @AdditionalPayments, @DisadvantageUpliftsNonDasForStandard

  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	standard code	home postcode deprivation
    learner a	programme only non-DAS	15000	06/08/2017	08/08/2018		continuing	50	not deprived

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1000	1000	1000	1000	1000	...	1000	0	0
    Provider Paid by SFA	0	900	900	900	900	...	900	900	0
    Payment due from Employer	0	100	100	100	100	...	100	100	0
    Levy account debited	0	0	0	0	0	...	0	0	0
    SFA Levy employer budget	0	0	0	0	0	...	0	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	900	900	900	900	900	...	900	0	0
    SFA non-Levy additional payments budget	0	0	0	0	0	...	0	0	0
    SFA Levy additional payments budget	0	0	0	0	0	...	0	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	08/18	09/18
    On-program	900	900	900	900	...	900	0
    Completion	0	0	0	0	...	0	0
    Balancing	0	0	0	0	...	0	0
    Provider disadvantage uplift	0	0	0	0	...	0	0

• 625-AC01-Payment for a DAS learner, lives in a disadvantaged postocde area - 1-10% most deprived, funding agreed within band maximum, undertaking apprenticeship standard

  Tags: @AdditionalPayments, @DisadvantageUpliftsDasForStandard

  • Given levy balance > agreed price for all months
  • And the following commitments exist:

    commitment Id	version Id	ULN	start date	end date	standard code	agreed price	status
    1	1	learner a	01/08/2017	01/08/2018	50	15000	active

  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	standard code	home postcode deprivation
    learner a	programme only DAS	15000	06/08/2017	08/08/2018		continuing	50	1-10%

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1000	1000	1000	1000	1000	...	1000	0	0
    Provider Paid by SFA	0	1000	1000	1000	1000	...	1000	1000	0
    Payment due from Employer	0	0	0	0	0	...	0	0	0
    Levy account debited	0	1000	1000	1000	1000	...	1000	1000	0
    SFA Levy employer budget	1000	1000	1000	1000	1000	...	1000	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy additional payments budget	0	0	0	0	0	...	0	0	0
    SFA Levy additional payments budget	0	0	0	0	0	...	0	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	08/18	09/18
    On-program	1000	1000	1000	1000	...	1000	0
    Completion	0	0	0	0	...	0	0
    Balancing	0	0	0	0	...	0	0
    Provider disadvantage uplift	0	0	0	0	...	0	0

• 625-AC02-Payment for a non-DAS learner, lives in a disadvantaged postocde area - 11-20% most deprived, funding agreed within band maximum, undertaking apprenticeship standard

  Tags: @AdditionalPayments, @DisadvantageUpliftsDasForStandard

  • Given levy balance > agreed price for all months
  • And the following commitments exist:

    commitment Id	version Id	ULN	start date	end date	standard code	agreed price	status
    1	1	learner a	01/08/2017	01/08/2018	50	15000	active

  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	standard code	home postcode deprivation
    learner a	programme only DAS	15000	06/08/2017	08/08/2018		continuing	50	11-20%

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1000	1000	1000	1000	1000	...	1000	0	0
    Provider Paid by SFA	0	1000	1000	1000	1000	...	1000	1000	0
    Payment due from Employer	0	0	0	0	0	...	0	0	0
    Levy account debited	0	1000	1000	1000	1000	...	1000	1000	0
    SFA Levy employer budget	1000	1000	1000	1000	1000	...	1000	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy additional payments budget	0	0	0	0	0	...	0	0	0
    SFA Levy additional payments budget	0	0	0	0	0	...	0	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	08/18	09/18
    On-program	1000	1000	1000	1000	...	1000	0
    Completion	0	0	0	0	...	0	0
    Balancing	0	0	0	0	...	0	0
    Provider disadvantage uplift	0	0	0	0	...	0	0

• 625-AC03-Payment for a DAS learner, lives in a disadvantaged postocde area - 01-10% most deprived, employer has sufficient levy funds in account, funding agreed within band maximum, undertaking apprenticeship standard

  Tags: @AdditionalPayments, @DisadvantageUpliftsDasForStandard

  • Given levy balance > agreed price for all months
  • And the following commitments exist:

    commitment Id	version Id	ULN	start date	end date	standard code	agreed price	status
    1	1	learner a	01/08/2017	01/08/2018	50	15000	active

  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	standard code	home postcode deprivation
    learner a	programme only DAS	15000	06/08/2017	08/08/2018		continuing	50	21-27%

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1000	1000	1000	1000	1000	...	1000	0	0
    Provider Paid by SFA	0	1000	1000	1000	1000	...	1000	1000	0
    Payment due from Employer	0	0	0	0	0	...	0	0	0
    Levy account debited	0	1000	1000	1000	1000	...	1000	1000	0
    SFA Levy employer budget	1000	1000	1000	1000	1000	...	1000	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy additional payments budget	0	0	0	0	0	...	0	0	0
    SFA Levy additional payments budget	0	0	0	0	0	...	0	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	08/18	09/18
    On-program	1000	1000	1000	1000	...	1000	0
    Completion	0	0	0	0	...	0	0
    Balancing	0	0	0	0	...	0	0
    Provider disadvantage uplift	0	0	0	0	...	0	0

• 625-AC04-Payment for a non-DAS learner, does not live in a disadvantaged postocde area, funding agreed within band maximum, undertaking apprenticeship standard

  Tags: @AdditionalPayments, @DisadvantageUpliftsDasForStandard

  • Given levy balance > agreed price for all months
  • And the following commitments exist:

    commitment Id	version Id	ULN	start date	end date	standard code	agreed price	status
    1	1	learner a	01/08/2017	01/08/2018	50	15000	active

  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	standard code	home postcode deprivation
    learner a	programme only DAS	15000	06/08/2017	08/08/2018		continuing	50	not deprived

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1000	1000	1000	1000	1000	...	1000	0	0
    Provider Paid by SFA	0	1000	1000	1000	1000	...	1000	1000	0
    Payment due from Employer	0	0	0	0	0	...	0	0	0
    Levy account debited	0	1000	1000	1000	1000	...	1000	1000	0
    SFA Levy employer budget	1000	1000	1000	1000	1000	...	1000	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy additional payments budget	0	0	0	0	0	...	0	0	0
    SFA Levy additional payments budget	0	0	0	0	0	...	0	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	08/18	09/18
    On-program	1000	1000	1000	1000	...	1000	0
    Completion	0	0	0	0	...	0	0
    Balancing	0	0	0	0	...	0	0
    Provider disadvantage uplift	0	0	0	0	...	0	0

• 590-AC01- 1 non-DAS Payment for a non-DAS learner, funding agreed within funding band maximum, with the planned duration the same as the programme duration (assumes both start at the same time), AND the learner completes the aim 1 month earlier than planned.

  Tags: @AdditionalPayments

  • #The English or maths aim is submitted with the same start and planned end date When an ILR file is submitted with the following data:

    ULN	learner type	aim type	agreed price	aim rate	start date	planned end date	actual end date	completion status	framework code	programme type	pathway code
    learner a	programme only non-DAS	programme	15000		01/08/2017	08/08/2018		continuing	403	2	1
    learner a	programme only non-DAS	maths or english		471	01/08/2017	08/11/2018	08/08/2018	completed	403	2	1

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1031.40	1031.40	1031.40	1031.40	1031.40	...	1031.40	94.20	0
    Provider Paid by SFA	0	931.40	931.40	931.40	931.40	...	931.40	931.40	94.20
    Payment due from Employer	0	100	100	100	100	...	100	100	0
    Levy account debited	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	900	900	900	900	900	...	900	0	0
    SFA Levy employer budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy additional payments budget	31.40	31.40	31.40	31.40	31.40	...	31.40	94.20	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	08/18	09/18
    On-program	900	900	900	900	...	900	0
    Completion	0	0	0	0	...	0	0
    Balancing	0	0	0	0	...	0	0
    English and maths on programme	31.40	31.40	31.40	31.40	...	31.40	0
    English and maths Balancing	0	0	0	0	...	0	94.20

• 590-AC02- Payment for a* DAS learner*, funding agreed within band, with the planned duration the same as the programme duration (assumes both start at same time), but learner completes aim 1 month early.

  Tags: @AdditionalPayments

  • Given levy balance > agreed price for all months
  • And the following commitments exist:

    commitment Id	ULN	start date	end date	agreed price	framework code	programme type	pathway code	status	effective from	effective to
    1	learner a	01/08/2017	01/08/2018	15000	403	2	1	active	01/08/2017

  • When an ILR file is submitted with the following data:

    ULN	learner type	aim type	agreed price	aim rate	start date	planned end date	actual end date	completion status	framework code	programme type	pathway code
    learner a	programme only DAS	programme	15000		01/08/2017	08/08/2018		continuing	403	2	1
    learner a	programme only DAS	maths or english		471	01/08/2017	08/11/2018	08/08/2018	completed	403	2	1

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1031.40	1031.40	1031.40	1031.40	1031.40	...	1031.40	94.20	0
    Provider Paid by SFA	0	1031.40	1031.40	1031.40	1031.40	...	1031.40	1031.40	94.20
    Payment due from Employer	0	0	0	0	0	...	0	0	0
    Levy account debited	0	1000	1000	1000	1000	...	1000	1000	0
    SFA Levy employer budget	1000	1000	1000	1000	1000	...	1000	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA Levy additional payments budget	31.40	31.40	31.40	31.40	31.40	...	31.40	94.20	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	08/18	09/18
    On-program	1000	1000	1000	1000	...	1000	0
    Completion	0	0	0	0	...	0	0
    Balancing	0	0	0	0	...	0	0
    English and maths on programme	31.40	31.40	31.40	31.40	...	31.40	0
    English and maths Balancing	0	0	0	0	...	0	94.20
    Provider disadvantage uplift	0	0	0	0	...	0	0

• 581-AC01-Non DAS learner finishes early, price equals the funding band maximum, earns balancing and completion framework uplift payments. Assumes 15 month apprenticeship and learner completes after 12 months.

  Tags: @AdditionalPayments, @FrameworkUpliftsForNonDasFinishingEarly

  • Given the apprenticeship funding band maximum is 9000
  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	framework code	programme type	pathway code
    123456	16-18 programme only non-DAS	9000	06/08/2017	09/11/2018	09/08/2018	Completed	403	2	1

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	06/18	07/18	08/18	09/18
    Provider Earned Total	576	576	576	1576	576	...	576	576	4888	0
    Provider Earned from SFA	528	528	528	1528	528	...	528	528	4564	0
    Provider Earned from Employer	48	48	48	48	48	...	48	48	324	0
    Provider Paid by SFA	0	528	528	528	1528	...	528	528	528	4564
    Payment due from Employer	0	48	48	48	48	...	48	48	48	324
    Levy account debited	0	0	0	0	0	...	0	0	0	0
    SFA Levy employer budget	0	0	0	0	0	...	0	0	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0	0
    SFA non-Levy co-funding budget	432	432	432	432	432	...	432	432	2916	0
    SFA non-Levy additional payments budget	96	96	96	1096	96	...	96	96	1648	0

  • And the transaction types for the payments are:

    Payment type	08/17	09/17	10/17	11/17	12/17	...	06/18	07/18	08/18	09/18
    On-program	0	432	432	432	432	...	432	432	432	0
    Completion	0	0	0	0	0	...	0	0	0	1620
    Balancing	0	0	0	0	0	...	0	0	0	1296
    Employer 16-18 incentive	0	0	0	0	500	...	0	0	0	500
    Provider 16-18 incentive	0	0	0	0	500	...	0	0	0	500
    Framework uplift on-program	0	96	96	96	96	...	96	96	96	0
    Framework uplift completion	0	0	0	0	0	...	0	0	0	360
    Framework uplift balancing	0	0	0	0	0	...	0	0	0	288
    Provider disadvantage uplift	0	0	0	0	0	..	0	0	0	0

• 581-AC02-Non DAS learner finishes early, price lower than the funding band maximum, earns balancing and completion framework uplift payments. Assumes 15 month apprenticeship and learner completes after 12 months.

  Tags: @AdditionalPayments, @FrameworkUpliftsForNonDasFinishingEarly

  • Given the apprenticeship funding band maximum is 9000
  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	framework code	programme type	pathway code
    123456	16-18 programme only non-DAS	7500	06/08/2017	09/11/2018	09/08/2018	Completed	403	2	1

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	06/18	07/18	08/18	09/18
    Provider Earned Total	496	496	496	1496	496	...	496	496	4348	0
    Provider Earned from SFA	456	456	456	1456	456	...	456	456	4078	0
    Provider Earned from Employer	40	40	40	40	40	...	40	40	270	0
    Provider Paid by SFA	0	456	456	456	1456	...	456	456	456	4078
    Payment due from Employer	0	40	40	40	40	...	40	40	40	270
    Levy account debited	0	0	0	0	0	...	0	0	0	0
    SFA Levy employer budget	0	0	0	0	0	...	0	0	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0	0
    SFA non-Levy co-funding budget	360	360	360	360	360	...	360	360	2430	0
    SFA non-Levy additional payments budget	96	96	96	1096	96	...	96	96	1648	0

  • And the transaction types for the payments are:

    Payment type	08/17	09/17	10/17	11/17	12/17	...	06/18	07/18	08/18	09/18
    On-program	0	360	360	360	360	...	360	360	360	0
    Completion	0	0	0	0	0	...	0	0	0	1350
    Balancing	0	0	0	0	0	...	0	0	0	1080
    Employer 16-18 incentive	0	0	0	0	500	...	0	0	0	500
    Provider 16-18 incentive	0	0	0	0	500	...	0	0	0	500
    Framework uplift on-program	0	96	96	96	96	...	96	96	96	0
    Framework uplift completion	0	0	0	0	0	...	0	0	0	360
    Framework uplift balancing	0	0	0	0	0	...	0	0	0	288
    Provider disadvantage uplift	0	0	0	0	0	..	0	0	0	0

• 591-AC01 Payment for a non -DAS learner, funding agreed within band maximum, planned duration is same as programme (assumes both start and finish at same time).

  Tags: @AdditionalPayments

  • #This scenario will continue to apply when the English & Maths aim goes beyond its planned end date When an ILR file is submitted with the following data:

    ULN	learner type	aim type	agreed price	start date	planned end date	actual end date	completion status	framework code	programme type	pathway code
    learner a	programme only non-DAS	programme	15000	01/08/2017	08/08/2018	08/08/2018	completed	403	2	1
    learner a	programme only non-DAS	maths or english		01/08/2017	08/08/2018	08/11/2018	completed	403	2	1

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18	10/18	11/18	12/18
    Provider Earned Total	1039.25	1039.25	1039.25	1039.25	1039.25	...	1039.25	3000	0	0	0	0
    Provider Paid by SFA	0	939.25	939.25	939.25	939.25	...	939.25	939.25	2700	0	0	0
    Payment due from Employer	0	100	100	100	100	...	100	100	300	0	0	0
    Levy account debited	0	0	0	0	0	...	0	0	0	0	0	0
    SFA Levy employer budget	0	0	0	0	0	...	0	0	0	0	0	0
    SFA non-Levy co-funding budget	900	900	900	900	900	...	900	2700	0	0	0	0
    SFA non-Levy additional payments budget	39.25	39.25	39.25	39.25	39.25	...	39.25	0	0	0	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18	10/18	11/18
    On-program	900	900	900	900	...	900	900	0	0	0
    Completion	0	0	0	0	...	0	0	2700	0	0
    Balancing	0	0	0	0	...	0	0	0	0	0
    English and maths on programme	39.25	39.25	39.25	39.25	...	39.25	39.25	0	0	0
    English and maths Balancing	0	0	0	0	...	0	0	0	0	0

• 591_AC02- Payment for a DAS learner, funding agreed within band maximum, planned duration is same as programme (assumes both start and finish at same time).

  Tags: @AdditionalPayments

  • #This scenario will continue to apply when the E+M aim goes beyond its planned end date. Given levy balance > agreed price for all months
  • And the following commitments exist:

    commitment Id	ULN	start date	end date	agreed price	framework code	programme type	pathway code	status	effective from	effective to
    1	learner a	01/08/2017	01/08/2018	15000	403	2	1	active	01/08/2017

  • When an ILR file is submitted with the following data:

    ULN	learner type	aim type	agreed price	start date	planned end date	actual end date	completion status	framework code	programme type	pathway code
    learner a	programme only DAS	programme	15000	01/08/2017	08/08/2018	08/08/2018	completed	403	2	1
    learner a	programme only DAS	maths or english		01/08/2017	08/08/2018	08/11/2018	completed	403	2	1

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18	10/18	11/18	12/18
    Provider Earned Total	1039.25	1039.25	1039.25	1039.25	1039.25	...	1039.25	3000	0	0	0	0
    Provider Paid by SFA	0	1039.25	1039.25	1039.25	1039.25	...	1039.25	1039.25	3000	0	0	0
    Payment due from Employer	0	0	0	0	0	...	0	0	0	0	0	0
    Levy account debited	0	1000	1000	1000	1000	...	1000	1000	3000	0	0	0
    SFA Levy employer budget	1000	1000	1000	1000	1000	...	1000	3000	0	0	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0	0	0	0
    SFA Levy additional payments budget	39.25	39.25	39.25	39.25	39.25	...	39.25	0	0	0	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18	10/18	11/18	12/18
    On-program	1000	1000	1000	1000	...	1000	1000	0	0	0	0
    Completion	0	0	0	0	...	0	0	3000	0	0	0
    Balancing	0	0	0	0	...	0	0	0	0	0	0
    English and maths on programme	39.25	39.25	39.25	39.25	...	39.25	39.25	0	0	0	0
    English and maths Balancing	0	0	0	0	...	0	0	0	0	0	0
    Provider disadvantage uplift	0	0	0	0	...	0	0	0	0	0	0

• 637-AC01-Payment for a non-DAS learner, requires learning support, doing an apprenticeship framework

  Tags: @AdditionalPayments, @LearningSupport

  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	framework code	programme type	pathway code
    learner a	programme only non-DAS	15000	06/08/2017	08/08/2018	10/08/2018	completed	563	21	2

  • And the learning support status of the ILR is:

    Learning support code	date from	date to
    1	06/08/2017	10/08/2018

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1150	1150	1150	1150	1150	...	1150	3000	0
    Provider Earned from SFA	1050	1050	1050	1050	1050	...	1050	2700	0
    Provider Earned from Employer	100	100	100	100	100	...	100	300	0
    Provider Paid by SFA	0	1050	1050	1050	1050	...	1050	1050	2700
    Payment due from Employer	0	100	100	100	100	...	100	100	300
    Levy account debited	0	0	0	0	0	...	0	0	0
    SFA Levy employer budget	0	0	0	0	0	...	0	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	900	900	900	900	900	...	900	2700	0
    SFA non-Levy additional payments budget	150	150	150	150	150	...	150	0	0

  • And the transaction types for the payments are:

    Payment type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    On-program	0	900	900	900	900	...	900	900	0
    Completion	0	0	0	0	0	...	0	0	2700
    Balancing	0	0	0	0	0	...	0	0	0
    Employer 16-18 incentive	0	0	0	0	0	...	0	0	0
    Provider 16-18 incentive	0	0	0	0	0	...	0	0	0
    Provider disadvantage uplift	0	0	0	0	0	...	0	0	0
    Provider learning support	0	150	150	150	150	...	150	150	0

• 637-AC02-Payment for a non-DAS learner, requires learning support, doing an apprenticeship standard

  Tags: @AdditionalPayments, @LearningSupport

  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	standard code
    learner a	programme only non-DAS	15000	06/08/2017	08/08/2018	10/08/2018	completed	50

  • And the learning support status of the ILR is:

    Learning support code	date from	date to
    1	06/08/2017	10/08/2018

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1150	1150	1150	1150	1150	...	1150	3000	0
    Provider Earned from SFA	1050	1050	1050	1050	1050	...	1050	2700	0
    Provider Earned from Employer	100	100	100	100	100	...	100	300	0
    Provider Paid by SFA	0	1050	1050	1050	1050	...	1050	1050	2700
    Payment due from Employer	0	100	100	100	100	...	100	100	300
    Levy account debited	0	0	0	0	0	...	0	0	0
    SFA Levy employer budget	0	0	0	0	0	...	0	0	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	900	900	900	900	900	...	900	2700	0
    SFA non-Levy additional payments budget	150	150	150	150	150	...	150	0	0

  • And the transaction types for the payments are:

    Payment type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    On-program	0	900	900	900	900	...	900	900	0
    Completion	0	0	0	0	0	...	0	0	2700
    Balancing	0	0	0	0	0	...	0	0	0
    Employer 16-18 incentive	0	0	0	0	0	...	0	0	0
    Provider 16-18 incentive	0	0	0	0	0	...	0	0	0
    Provider disadvantage uplift	0	0	0	0	0	...	0	0	0
    Provider learning support	0	150	150	150	150	...	150	150	0

• 637-AC03-Payment for a DAS learner, requires learning support, doing an apprenticeship framework

  Tags: @AdditionalPayments, @LearningSupport

  • Given levy balance > agreed price for all months
  • And the following commitments exist:

    commitment Id	version Id	ULN	start date	end date	framework code	programme type	pathway code	agreed price	status
    1	1	learner a	01/08/2017	01/08/2018	403	2	1	15000	active

  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	framework code	programme type	pathway code
    learner a	programme only DAS	15000	06/08/2017	08/08/2018	10/08/2018	completed	403	2	1

  • And the learning support status of the ILR is:

    Learning support code	date from	date to
    1	06/08/2017	10/08/2018

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1150	1150	1150	1150	1150	...	1150	3000	0
    Provider Earned from SFA	1150	1150	1150	1150	1150	...	1150	3000	0
    Provider Earned from Employer	0	0	0	0	0	...	0	0	0
    Provider Paid by SFA	0	1150	1150	1150	1150	...	1150	1150	3000
    Payment due from Employer	0	0	0	0	0	...	0	0	0
    Levy account debited	0	1000	1000	1000	1000	...	1000	1000	3000
    SFA Levy employer budget	1000	1000	1000	1000	1000	...	1000	3000	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA Levy additional payments budget	150	150	150	150	150	...	150	0	0
    SFA non-Levy additional payments budget	0	0	0	0	0	...	0	0	0

  • And the transaction types for the payments are:

    Payment type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    On-program	0	1000	1000	1000	1000	...	1000	1000	0
    Completion	0	0	0	0	0	...	0	0	3000
    Balancing	0	0	0	0	0	...	0	0	0
    Employer 16-18 incentive	0	0	0	0	0	...	0	0	0
    Provider 16-18 incentive	0	0	0	0	0	...	0	0	0
    Provider disadvantage uplift	0	0	0	0	0	...	0	0	0
    Provider learning support	0	150	150	150	150	...	150	150	0

• 637-AC04-Payment for a DAS learner, requires learning support, doing an apprenticeship framework

  Tags: @AdditionalPayments, @LearningSupport

  • Given levy balance > agreed price for all months
  • And the following commitments exist:

    commitment Id	version Id	ULN	start date	end date	standard code	agreed price	status
    1	1	learner a	01/08/2017	01/08/2018	50	15000	active

  • When an ILR file is submitted with the following data:

    ULN	learner type	agreed price	start date	planned end date	actual end date	completion status	standard code
    learner a	programme only DAS	15000	06/08/2017	08/08/2018	10/08/2018	completed	50

  • And the learning support status of the ILR is:

    Learning support code	date from	date to
    1	06/08/2017	10/08/2018

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    Provider Earned Total	1150	1150	1150	1150	1150	...	1150	3000	0
    Provider Earned from SFA	1150	1150	1150	1150	1150	...	1150	3000	0
    Provider Earned from Employer	0	0	0	0	0	...	0	0	0
    Provider Paid by SFA	0	1150	1150	1150	1150	...	1150	1150	3000
    Payment due from Employer	0	0	0	0	0	...	0	0	0
    Levy account debited	0	1000	1000	1000	1000	...	1000	1000	3000
    SFA Levy employer budget	1000	1000	1000	1000	1000	...	1000	3000	0
    SFA Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	0	0	0	0	0	...	0	0	0
    SFA Levy additional payments budget	150	150	150	150	150	...	150	0	0
    SFA non-Levy additional payments budget	0	0	0	0	0	...	0	0	0

  • And the transaction types for the payments are:

    Payment type	08/17	09/17	10/17	11/17	12/17	...	07/18	08/18	09/18
    On-program	0	1000	1000	1000	1000	...	1000	1000	0
    Completion	0	0	0	0	0	...	0	0	3000
    Balancing	0	0	0	0	0	...	0	0	0
    Employer 16-18 incentive	0	0	0	0	0	...	0	0	0
    Provider 16-18 incentive	0	0	0	0	0	...	0	0	0
    Provider disadvantage uplift	0	0	0	0	0	...	0	0	0
    Provider learning support	0	150	150	150	150	...	150	150	0

• 638-AC01 Non-DAS learner, takes an English qualification that has a planned end date that exceeds the actual end date of the programme aim

  Tags: @AdditionalPayments, @MathsAndEnglishNonDas

  • When an ILR file is submitted with the following data:

    ULN	learner type	aim type	agreed price	aim rate	start date	planned end date	actual end date	completion status
    learner a	programme only non-DAS	programme	15000		06/08/2017	08/08/2018	08/08/2018	completed
    learner a	programme only non-DAS	maths or english		471	06/08/2017	06/10/2018	06/10/2018	completed

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	...	05/18	06/18	07/18	08/18	09/18	10/18	11/18
    Provider Earned Total	1033.64	1033.64	1033.64	...	1033.64	1033.64	1033.64	3033.64	33.64	0	0
    Provider Paid by SFA	0	933.64	933.64	...	933.64	933.64	933.64	933.64	2733.64	33.64	0
    Payment due from Employer	0	100	100	...	100	100	100	100	300	0	0
    Levy account debited	0	0	0	...	0	0	0	0	0	0	0
    SFA Levy employer budget	0	0	0	...	0	0	0	0	0	0	0
    SFA Levy co-funding budget	0	0	0	...	0	0	0	0	0	0	0
    SFA non-Levy co-funding budget	900	900	900	...	900	900	900	2700	0	0	0
    SFA Levy additional payments budget	0	0	0	...	0	0	0	0	0	0	0
    SFA non-Levy additional payments budget	33.64	33.64	33.64	...	33.64	33.64	33.64	33.64	33.64	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	...	05/18	06/18	07/18	08/18	09/18	10/18	11/18
    On-program	900	900	...	900	900	900	900	0	0	0
    Completion	0	0	...	0	0	0	0	2700	0	0
    Balancing	0	0	...	0	0	0	0	0	0	0
    English and maths on programme	33.64	33.64	...	33.64	33.64	33.64	33.64	33.64	33.64	0
    English and maths Balancing	0	0	...	0	0	0	0	0	0	0

• 638-AC02 DAS learner, takes an English qualification that has a planned end date that exceeds the actual end date of the programme aim

  Tags: @AdditionalPayments, @MathsAndEnglishDas

  • Given levy balance > agreed price for all months
  • And the following commitments exist:

    commitment Id	version Id	ULN	start date	end date	agreed price	status
    1	1	learner a	01/08/2017	01/08/2018	15000	active

  • When an ILR file is submitted with the following data:

    ULN	learner type	aim type	agreed price	aim rate	start date	planned end date	actual end date	completion status
    learner a	programme only DAS	programme	15000		06/08/2017	08/08/2018	08/08/2018	completed
    learner a	programme only DAS	maths or english		471	06/08/2017	06/10/2018	06/10/2018	completed

  • Then the data lock status will be as follows:

    Payment type	08/17	09/17	10/17	...	07/18	08/18	09/18	10/18	11/18
    On-program	commitment 1 v1	commitment 1 v1	commitment 1 v1	...	commitment 1 v1
    Completion				...		commitment 1 v1
    Employer 16-18 incentive				...
    Provider 16-18 incentive				...
    Provider learning support				...
    English and maths on programme	commitment 1 v1	commitment 1 v1	commitment 1 v1	...	commitment 1 v1	commitment 1 v1	commitment 1 v1
    English and maths Balancing				...

  • And the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	...	05/18	06/18	07/18	08/18	09/18	10/18	11/18
    Provider Earned Total	1033.64	1033.64	1033.64	...	1033.64	1033.64	1033.64	3033.64	33.64	0	0
    Provider Paid by SFA	0	1033.64	1033.64	...	1033.64	1033.64	1033.64	1033.64	3033.64	33.64	0
    Payment due from Employer	0	0	0	...	0	0	0	0	0	0	0
    Levy account debited	0	1000	1000	...	1000	1000	1000	1000	3000	0	0
    SFA Levy employer budget	1000	1000	1000	...	1000	1000	1000	3000	0	0	0
    SFA Levy co-funding budget	0	0	0	...	0	0	0	0	0	0	0
    SFA non-Levy co-funding budget	0	0	0	...	0	0	0	0	0	0	0
    SFA Levy additional payments budget	33.64	33.64	33.64	...	33.64	33.64	33.64	33.64	33.64	0	0
    SFA non-Levy additional payments budget	0	0	0	...	0	0	0	0	0	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	...	05/18	06/18	07/18	08/18	09/18	10/18	11/18
    On-program	1000	1000	...	1000	1000	1000	1000	0	0	0
    Completion	0	0	...	0	0	0	0	3000	0	0
    Balancing	0	0	...	0	0	0	0	0	0	0
    English and maths on programme	33.64	33.64	...	33.64	33.64	33.64	33.64	33.64	33.64	0
    English and maths Balancing	0	0	...	0	0	0	0	0	0	0

• 638-AC03 DAS learner, takes an English qualification that has a planned end date that exceeds the actual end date of the programme aim - but the apprentice fails data lock so no payments occur

  Tags: @AdditionalPayments, @MathsAndEnglishDas

  • Given levy balance > agreed price for all months
  • And the following commitments exist:

    commitment Id	version Id	ULN	start date	end date	agreed price	status
    1	1	learner a	01/08/2017	01/08/2018	15500	active

  • When an ILR file is submitted with the following data:

    ULN	learner type	aim type	agreed price	aim rate	start date	planned end date	actual end date	completion status
    learner a	programme only DAS	programme	15000		06/08/2017	08/08/2018	08/08/2018	completed
    learner a	programme only DAS	maths or english		471	06/08/2017	06/10/2018	06/10/2018	completed

  • Then the data lock status will be as follows:

    Payment type	08/17	09/17	10/17	...	07/18	08/18	09/18	10/18	11/18
    On-program				...
    Completion				...
    Employer 16-18 incentive				...
    Provider 16-18 incentive				...
    Provider learning support				...
    English and maths on programme				...
    English and maths Balancing				...

  • And the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	...	05/18	06/18	07/18	08/18	09/18	10/18	11/18
    Provider Earned Total	1033.64	1033.64	1033.64	...	1033.64	1033.64	1033.64	3033.64	33.64	0	0
    Provider Paid by SFA	0	0	0	...	0	0	0	0	0	0	0
    Payment due from Employer	0	0	0	...	0	0	0	0	0	0	0
    Levy account debited	0	0	0	...	0	0	0	0	0	0	0
    SFA Levy employer budget	0	0	0	...	0	0	0	0	0	0	0
    SFA Levy co-funding budget	0	0	0	...	0	0	0	0	0	0	0
    SFA non-Levy co-funding budget	0	0	0	...	0	0	0	0	0	0	0
    SFA Levy additional payments budget	0	0	0	...	0	0	0	0	0	0	0
    SFA non-Levy additional payments budget	0	0	0	...	0	0	0	0	0	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	...	05/18	06/18	07/18	08/18	09/18	10/18	11/18
    On-program	0	0	...	0	0	0	0	0	0	0
    Completion	0	0	...	0	0	0	0	0	0	0
    Balancing	0	0	...	0	0	0	0	0	0	0
    English and maths on programme	0	0	...	0	0	0	0	0	0	0
    English and maths Balancing	0	0	...	0	0	0	0	0	0	0

• 657-AC01 Non-DAS learner, takes an English qualification that has a planned end date that exceeds the actual end date of the programme aim and learning support is applicable to all learning

  Tags: @AdditionalPayments, @LearningSupport

  • When an ILR file is submitted with the following data:

    ULN	learner type	aim type	agreed price	aim rate	start date	planned end date	actual end date	completion status
    learner a	programme only non-DAS	programme	15000		06/08/2017	08/08/2018	08/08/2018	completed
    learner a	programme only non-DAS	maths or english		471	06/08/2017	06/10/2018	06/10/2018	completed

  • And the learning support status of the ILR is:

    Learning support code	date from	date to
    1	06/08/2017	06/10/2018

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	...	05/18	06/18	07/18	08/18	09/18	10/18	11/18
    Provider Earned Total	1183.64	1183.64	1183.64	...	1183.64	1183.64	1183.64	3183.64	183.64	0	0
    Provider Paid by SFA	0	1083.64	1083.64	...	1083.64	1083.64	1083.64	1083.64	2883.64	183.64	0
    Payment due from Employer	0	100	100	...	100	100	100	100	300	0	0
    Levy account debited	0	0	0	...	0	0	0	0	0	0	0
    SFA Levy employer budget	0	0	0	...	0	0	0	0	0	0	0
    SFA Levy co-funding budget	0	0	0	...	0	0	0	0	0	0	0
    SFA non-Levy co-funding budget	900	900	900	...	900	900	900	2700	0	0	0
    SFA Levy additional payments budget	0	0	0	...	0	0	0	0	0	0	0
    SFA non-Levy additional payments budget	183.64	183.64	183.64	...	183.64	183.64	183.64	183.64	183.64	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	...	05/18	06/18	07/18	08/18	09/18	10/18	11/18
    On-program	900	900	...	900	900	900	900	0	0	0
    Completion	0	0	...	0	0	0	0	2700	0	0
    Balancing	0	0	...	0	0	0	0	0	0	0
    English and maths on programme	33.64	33.64	...	33.64	33.64	33.64	33.64	33.64	33.64	0
    English and maths Balancing	0	0	...	0	0	0	0	0	0	0
    Provider learning support	150	150	...	150	150	150	150	150	150	0

• 657-AC02 DAS learner, takes an English qualification that has a planned end date that exceeds the actual end date of the programme aim and learning support is applicable for all learning

  Tags: @AdditionalPayments, @LearningSupport

  • Given levy balance > agreed price for all months
  • And the following commitments exist:

    commitment Id	ULN	start date	end date	agreed price	status
    1	learner a	01/08/2017	01/08/2018	15000	active

  • When an ILR file is submitted with the following data:

    ULN	learner type	aim type	agreed price	aim rate	start date	planned end date	actual end date	completion status
    learner a	programme only DAS	programme	15000		06/08/2017	08/08/2018	08/08/2018	completed
    learner a	programme only DAS	maths or english		471	06/08/2017	06/10/2018	06/10/2018	completed

  • And the learning support status of the ILR is:

    Learning support code	date from	date to
    1	06/08/2017	06/10/2018

  • Then the data lock status will be as follows:

    Payment type	08/17	09/17	10/17	...	07/18	08/18	09/18	10/18	11/18
    On-program	commitment 1 v1	commitment 1 v1	commitment 1 v1	...	commitment 1 v1
    Completion				...		commitment 1 v1
    Employer 16-18 incentive				...
    Provider 16-18 incentive				...
    Provider learning support	commitment 1 v1	commitment 1 v1	commitment 1 v1	...	commitment 1 v1	commitment 1 v1	commitment 1 v1
    English and maths on programme	commitment 1 v1	commitment 1 v1	commitment 1 v1	...	commitment 1 v1	commitment 1 v1	commitment 1 v1
    English and maths Balancing				...

  • And the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	...	05/18	06/18	07/18	08/18	09/18	10/18	11/18
    Provider Earned Total	1183.64	1183.64	1183.64	...	1183.64	1183.64	1183.64	3183.64	183.64	0	0
    Provider Paid by SFA	0	1183.64	1183.64	...	1183.64	1183.64	1183.64	1183.64	3183.64	183.64	0
    Payment due from Employer	0	0	0	...	0	0	0	0	0	0	0
    Levy account debited	0	1000	1000	...	1000	1000	1000	1000	3000	0	0
    SFA Levy employer budget	1000	1000	1000	...	1000	1000	1000	3000	0	0	0
    SFA Levy co-funding budget	0	0	0	...	0	0	0	0	0	0	0
    SFA non-Levy co-funding budget	0	0	0	...	0	0	0	0	0	0	0
    SFA Levy additional payments budget	183.64	183.64	183.64	...	183.64	183.64	183.64	183.64	183.64	0	0
    SFA non-Levy additional payments budget	0	0	0	...	0	0	0	0	0	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	...	05/18	06/18	07/18	08/18	09/18	10/18	11/18
    On-program	1000	1000	...	1000	1000	1000	1000	0	0	0
    Completion	0	0	...	0	0	0	0	3000	0	0
    Balancing	0	0	...	0	0	0	0	0	0	0
    English and maths on programme	33.64	33.64	...	33.64	33.64	33.64	33.64	33.64	33.64	0
    English and maths Balancing	0	0	...	0	0	0	0	0	0	0
    Provider learning support	150	150	...	150	150	150	150	150	150	0

• 657-AC03 DAS learner, takes an English qualification that has a planned end date that exceeds the actual end date of the programme aim and learning support is applicable for all learning - but the apprentice fails data lock and so no payments are made

  Tags: @AdditionalPayments, @LearningSupport

  • Given levy balance > agreed price for all months
  • And the following commitments exist:

    commitment Id	ULN	start date	end date	agreed price	status
    1	learner a	01/08/2017	01/08/2018	15500	active

  • When an ILR file is submitted with the following data:

    ULN	learner type	aim type	agreed price	aim rate	start date	planned end date	actual end date	completion status
    learner a	programme only DAS	programme	15000		06/08/2017	08/08/2018	08/08/2018	completed
    learner a	programme only DAS	maths or english		471	06/08/2017	06/10/2018	06/10/2018	completed

  • And the learning support status of the ILR is:

    Learning support code	date from	date to
    1	06/08/2017	06/10/2018

  • Then the data lock status will be as follows:

    Payment type	08/17	09/17	10/17	...	07/18	08/18	09/18	10/18	11/18
    On-program				...
    Completion				...
    Employer 16-18 incentive				...
    Provider 16-18 incentive				...
    Provider learning support				...
    English and maths on programme				...
    English and maths Balancing				...

  • And the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	...	05/18	06/18	07/18	08/18	09/18	10/18	11/18
    Provider Earned Total	1183.64	1183.64	1183.64	...	1183.64	1183.64	1183.64	3183.64	183.64	0	0
    Provider Paid by SFA	0	0	0	...	0	0	0	0	0	0	0
    Payment due from Employer	0	0	0	...	0	0	0	0	0	0	0
    Levy account debited	0	0	0	...	0	0	0	0	0	0	0
    SFA Levy employer budget	0	0	0	...	0	0	0	0	0	0	0
    SFA Levy co-funding budget	0	0	0	...	0	0	0	0	0	0	0
    SFA non-Levy co-funding budget	0	0	0	...	0	0	0	0	0	0	0
    SFA Levy additional payments budget	0	0	0	...	0	0	0	0	0	0	0
    SFA non-Levy additional payments budget	0	0	0	...	0	0	0	0	0	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	...	05/18	06/18	07/18	08/18	09/18	10/18	11/18
    On-program	0	0	...	0	0	0	0	0	0	0
    Completion	0	0	...	0	0	0	0	0	0	0
    Balancing	0	0	...	0	0	0	0	0	0	0
    English and maths on programme	0	0	...	0	0	0	0	0	0	0
    English and maths Balancing	0	0	...	0	0	0	0	0	0	0

• 658-AC01 DAS learner, takes an English qualification that has a planned end date that exceeds the actual end date of the programme aim and learning support is applicable for all learning. The learning is split into tow price episodes, and the second price episode fails data lock - the English and learning support payments are not paid after the point at which data lock fails.

  Tags: @AdditionalPayments, @LearningSupport

  • Given levy balance > agreed price for all months
  • And the following commitments exist:

    commitment Id	version Id	ULN	start date	end date	agreed price	status	effective from	effective to
    1	1	learner a	01/08/2017	01/08/2018	15000	active	01/08/2017	10/06/2018
    1	2	learner a	01/08/2017	01/08/2018	14000	cancelled	11/06/2018

  • When an ILR file is submitted with the following data:

    ULN	learner type	aim type	agreed price	aim rate	start date	planned end date	actual end date	completion status
    learner a	programme only DAS	programme	15000		06/08/2017	08/08/2018	08/08/2018	completed
    learner a	programme only DAS	maths or english		471	06/08/2017	06/10/2018	06/10/2018	completed

  • And the learning support status of the ILR is:

    Learning support code	date from	date to
    1	06/08/2017	06/10/2018

  • Then the data lock status will be as follows:

    Payment type	08/17	09/17	10/17	...	05/18	06/18	07/18	08/18	09/18	10/18	11/18
    On-program	commitment 1 v1	commitment 1 v1	commitment 1 v1	...	commitment 1 v1
    Employer 16-18 incentive				...
    Provider 16-18 incentive				...
    Provider learning support	commitment 1 v1	commitment 1 v1	commitment 1 v1	...	commitment 1 v1
    English and maths on programme	commitment 1 v1	commitment 1 v1	commitment 1 v1	...	commitment 1 v1
    English and maths Balancing				...

  • And the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	...	05/18	06/18	07/18	08/18	09/18	10/18	11/18
    Provider Earned Total	1183.64	1183.64	1183.64	...	1183.64	1183.64	1183.64	3183.64	183.64	0	0
    Provider Paid by SFA	0	1183.64	1183.64	...	1183.64	1183.64	0	0	0	0	0
    Payment due from Employer	0	0	0	...	0	0	0	0	0	0	0
    Levy account debited	0	1000	1000	...	1000	1000	0	0	0	0	0
    SFA Levy employer budget	1000	1000	1000	...	1000	0	0	0	0	0	0
    SFA Levy co-funding budget	0	0	0	...	0	0	0	0	0	0	0
    SFA non-Levy co-funding budget	0	0	0	...	0	0	0	0	0	0	0
    SFA Levy additional payments budget	183.64	183.64	183.64	...	183.64	0	0	0	0	0	0
    SFA non-Levy additional payments budget	0	0	0	...	0	0	0	0	0	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	...	05/18	06/18	07/18	08/18	09/18	10/18	11/18
    On-program	1000	1000	...	1000	1000	0	0	0	0	0
    Completion	0	0	...	0	0	0	0	0	0	0
    Balancing	0	0	...	0	0	0	0	0	0	0
    English and maths on programme	33.64	33.64	...	33.64	33.64	0	0	0	0	0
    English and maths Balancing	0	0	...	0	0	0	0	0	0	0
    Provider learning support	150	150	...	150	150	0	0	0	0	0

• 671-AC01 DAS learner, levy available, is taking an English or maths qualification, has learning support and the negotiated price changes during the programme

  Tags: @AdditionalPayments, @MathsAndEnglishDas

  • Given the apprenticeship funding band maximum is 18000
  • And levy balance > agreed price for all months
  • And the following commitments exist:

    commitment Id	version Id	ULN	start date	end date	status	agreed price	effective from	effective to
    1	1	learner a	01/08/2017	01/08/2018	active	11250	01/08/2017	10/11/2017
    1	2	learner a	01/08/2017	01/08/2018	active	6750	11/11/2017

  • When an ILR file is submitted with the following data:

    ULN	learner type	aim type	start date	planned end date	actual end date	completion status	aim rate	Total training price 1	Total training price 1 effective date	Total assessment price 1	Total assessment price 1 effective date	Total training price 2	Total training price 2 effective date	Total assessment price 2	Total assessment price 2 effective date
    learner a	programme only DAS	programme	04/08/2017	20/08/2018		continuing		9000	04/08/2017	2250	04/08/2017	5400	11/11/2017	1350	11/11/2017
    learner a	programme only DAS	maths or english	04/08/2017	06/10/2018		continuing	471

  • And the learning support status of the ILR is:

    Learning support code	date from	date to
    1	06/08/2017	06/10/2018

  • Then the data lock status will be as follows:

    Payment type	08/17	09/17	10/17	11/17	12/17
    On-program	commitment 1 v1	commitment 1 v1	commitment 1 v1	commitment 1 v2	commitment 1 v2
    Completion
    Employer 16-18 incentive
    Provider 16-18 incentive
    Provider learning support	commitment 1 v1	commitment 1 v1	commitment 1 v1	commitment 1 v2	commitment 1 v2
    English and maths on programme	commitment 1 v1	commitment 1 v1	commitment 1 v1	commitment 1 v2	commitment 1 v2
    English and maths Balancing

  • And the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	01/18
    Provider Earned Total	933.64	933.64	933.64	533.64	533.64	533.64
    Provider Earned from SFA	933.64	933.64	933.64	533.64	533.64	583.64
    Provider Earned from Employer	0	0	0	0	0	0
    Provider Paid by SFA	0	933.64	933.64	933.64	533.64	533.64
    Payment due from Employer	0	0	0	0	0	0
    Levy account debited	0	750	750	750	350	350
    SFA Levy employer budget	750	750	750	350	350	350
    SFA Levy co-funding budget	0	0	0	0	0	0
    SFA Levy additional payments budget	183.64	183.64	183.64	183.64	183.64	183.64

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	01/18
    On-program	750	750	750	350	350
    Completion	0	0	0	0	0
    Balancing	0	0	0	0	0
    English and maths on programme	33.64	33.64	33.64	33.64	33.64
    English and maths Balancing	0	0	0	0	0
    Provider learning support	150	150	150	150	150

• 671-AC02 Non-DAS learner, levy available, is taking an English or maths qualification, has learning support and the negotiated price changes during the programme

  Tags: @AdditionalPayments, @MathsAndEnglishNonDas

  • Given the apprenticeship funding band maximum is 18000
  • When an ILR file is submitted with the following data:

    ULN	learner type	aim type	start date	planned end date	actual end date	completion status	aim rate	Total training price 1	Total training price 1 effective date	Total assessment price 1	Total assessment price 1 effective date	Total training price 2	Total training price 2 effective date	Total assessment price 2	Total assessment price 2 effective date
    learner a	programme only non-DAS	programme	04/08/2017	20/08/2018		continuing		9000	04/08/2017	2250	04/08/2017	5400	11/11/2017	1350	11/11/2017
    learner a	programme only non-DAS	maths or english	04/08/2017	06/10/2018		continuing	471

  • And the learning support status of the ILR is:

    Learning support code	date from	date to
    1	06/08/2017	06/10/2018

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	01/18
    Provider Earned Total	933.64	933.64	933.64	533.64	533.64	533.64
    Provider Earned from SFA	858.64	858.64	858.64	498.64	498.64	498.64
    Provider Earned from Employer	75	75	75	35	35	35
    Provider Paid by SFA	0	858.64	858.64	858.64	498.64	498.64
    Payment due from Employer	0	75	75	75	35	35
    Levy account debited	0	0	0	0	0	0
    SFA Levy employer budget	0	0	0	0	0	0
    SFA Levy co-funding budget	0	0	0	0	0	0
    SFA non-Levy co-funding budget	675	675	675	315	315	315
    SFA Levy additional payments budget	0	0	0	0	0	0
    SFA non-Levy additional payments budget	183.64	183.64	183.64	183.64	183.64	183.64

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	01/18
    On-program	675	675	675	315	315
    Completion	0	0	0	0	0
    Balancing	0	0	0	0	0
    English and maths on programme	33.64	33.64	33.64	33.64	33.64
    English and maths Balancing	0	0	0	0	0
    Provider learning support	150	150	150	150	150

• 671-AC03 DAS learner, levy available, is taking an English or maths qualification, has learning support and the negotiated price changes during the programme - no payments are made against the second price episode as it fails data lock

  Tags: @AdditionalPayments, @MathsAndEnglishDas

  • Given the apprenticeship funding band maximum is 18000
  • And levy balance > agreed price for all months
  • And the following commitments exist:

    commitment Id	version Id	ULN	start date	end date	status	agreed price	effective from	effective to
    1	1	learner a	01/08/2017	01/08/2018	active	11250	01/08/2017	10/11/2017
    1	2	learner a	01/08/2017	01/08/2018	active	6750	11/11/2017

  • When an ILR file is submitted with the following data:

    ULN	learner type	aim type	start date	planned end date	actual end date	completion status	aim rate	Total training price 1	Total training price 1 effective date	Total assessment price 1	Total assessment price 1 effective date	Total training price 2	Total training price 2 effective date	Total assessment price 2	Total assessment price 2 effective date
    learner a	programme only DAS	programme	04/08/2017	20/08/2018		continuing		9000	04/08/2017	2250	04/08/2017	5400	09/11/2017	1350	09/11/2017
    learner a	programme only DAS	maths or english	04/08/2017	06/10/2018		continuing	471

  • And the learning support status of the ILR is:

    Learning support code	date from	date to
    1	06/08/2017	06/10/2018

  • Then the data lock status will be as follows:

    Payment type	08/17	09/17	10/17	11/17	12/17
    On-program	commitment 1 v1	commitment 1 v1	commitment 1 v1
    Completion
    Employer 16-18 incentive
    Provider 16-18 incentive
    Provider learning support	commitment 1 v1	commitment 1 v1	commitment 1 v1
    English and maths on programme	commitment 1 v1	commitment 1 v1	commitment 1 v1
    English and maths Balancing

  • And the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	11/17	12/17	01/18
    Provider Earned Total	933.64	933.64	933.64	533.64	533.64	533.64
    Provider Earned from SFA	933.64	933.64	933.64	0	0	0
    Provider Earned from Employer	0	0	0	0	0	0
    Provider Paid by SFA	0	933.64	933.64	933.64	0	0
    Payment due from Employer	0	0	0	0	0	0
    Levy account debited	0	750	750	750	0	0
    SFA Levy employer budget	750	750	750	0	0	0
    SFA Levy co-funding budget	0	0	0	0	0	0
    SFA Levy additional payments budget	183.64	183.64	183.64	0	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	11/17	12/17	01/18
    On-program	750	750	750	0	0
    Completion	0	0	0	0	0
    Balancing	0	0	0	0	0
    English and maths on programme	33.64	33.64	33.64	0	0
    English and maths Balancing	0	0	0	0	0
    Provider learning support	150	150	150	0	0

• 597_AC01 Non-DAS learner, fails their English or maths aim during their programme and retakes it - the second instance of the aim goes beyond the actual end date of the programme.

  Tags: @AdditionalPayments, @MathsAndEnglishNonDas

  • When an ILR file is submitted with the following data:

    ULN	learner type	aim type	start date	planned end date	actual end date	completion status	aim rate	Total training price 1	Total training price 1 effective date	Total assessment price 1	Total assessment price 1 effective date
    learner a	programme only non-DAS	programme	06/08/2017	22/08/2018	22/08/2018	completed		12000	06/08/2017	3000	06/08/2017
    learner a	programme only non-DAS	maths or english	06/08/2017	08/06/2018	08/06/2018	completed	471
    learner a	programme only non-DAS	maths or english	09/06/2018	08/06/2019	08/06/2019	completed	471

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	...	05/18	06/18	07/18	08/18	09/18	...	05/19	06/19	07/19
    Provider Earned Total	1047.10	1047.10	1047.10	...	1047.10	1039.25	1039.25	3039.25	39.25	...	39.25	0	0
    Provider Paid by SFA	0	947.10	947.10	...	947.10	947.10	939.25	939.25	2739.25	...	39.25	39.25	0
    Provider Earned from Employer	100	100	100	...	100	100	100	100	0	...	0	0	0
    Payment due from Employer	0	100	100	...	100	100	100	100	300	...	0	0	0
    Levy account debited	0	0	0	...	0	0	0	0	0	...	0	0	0
    SFA Levy employer budget	0	0	0	...	0	0	0	0	0	...	0	0	0
    SFA non-Levy co-funding budget	900	900	900	...	900	900	900	2700	0	...	0	0	0
    SFA non-Levy additional payments budget	47.10	47.10	47.10	...	47.10	39.25	39.25	39.25	39.25	...	39.25	0	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	...	05/18	06/18	07/18	08/18	09/18	...	06/19	07/19
    On-program	900	900	...	900	900	900	900	0	...	0	0
    Completion	0	0	...	0	0	0	0	2700	...	0	0
    Balancing	0	0	...	0	0	0	0	0	...	0	0
    English and maths on programme	47.10	47.10	...	47.10	47.10	39.25	39.25	39.25	...	39.25	0
    English and maths Balancing	0	0	...	0	0	0	0	0	...	0	0

• 597_AC02 DAS learner, fails their English or maths aim during their programme and retakes it - the second instance of the aim goes beyond the actual end date of the programme.

  Tags: @AdditionalPayments, @MathsAndEnglishDas

  • Given levy balance > agreed price for all months
  • And the following commitments exist:

    ULN	start date	end date	agreed price	status
    learner a	01/08/2017	01/08/2018	15000	active

  • When an ILR file is submitted with the following data:

    ULN	learner type	aim type	start date	planned end date	actual end date	completion status	aim rate	Total training price 1	Total training price 1 effective date	Total assessment price 1	Total assessment price 1 effective date
    learner a	programme only DAS	programme	06/08/2017	22/08/2018	22/08/2018	completed		12000	06/08/2017	3000	06/08/2017
    learner a	programme only DAS	maths or english	06/08/2017	08/06/2018	08/06/2018	completed	471
    learner a	programme only DAS	maths or english	09/06/2018	08/06/2019	08/06/2019	completed	471

  • Then the provider earnings and payments break down as follows:

    Type	08/17	09/17	10/17	...	05/18	06/18	07/18	08/18	09/18	...	05/19	06/19
    Provider Earned Total	1047.10	1047.10	1047.10	...	1047.10	1039.25	1039.25	3039.25	39.25	...	39.25	0
    Provider Paid by SFA	0	1047.10	1047.10	...	1047.10	1047.10	1039.25	1039.25	3039.25	...	39.25	39.25
    Payment due from Employer	0	0	0	...	0	0	0	0	0	...	0	0
    Levy account debited	0	1000	1000	...	1000	1000	1000	1000	3000	...	0	0
    SFA Levy employer budget	1000	1000	1000	...	1000	1000	1000	3000	0	...	0	0
    SFA Levy co-funding budget	0	0	0	...	0	0	0	0	0	...	0	0
    SFA Levy additional payments budget	47.10	47.10	47.10	...	47.10	39.25	39.25	39.25	39.25	...	39.25	0

  • And the transaction types for the payments are:

    Payment type	09/17	10/17	...	05/18	06/18	07/18	08/18	09/18	...	06/19	07/19
    On-program	1000	1000	...	1000	1000	1000	1000	0	...	0	0
    Completion	0	0	...	0	0	0	0	3000	...	0	0
    Balancing	0	0	...	0	0	0	0	0	...	0	0
    English and maths on programme	47.10	47.10	...	47.10	47.10	39.25	39.25	39.25	...	39.25	0
    English and maths Balancing	0	0	...	0	0	0	0	0	...	0	0