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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

Provider earnings and payments where learner completes earlier than planned

            The earnings and payment rules for early completions are the same as for learners finishing on time, except that the completion payment is earned earlier.

          

• • Given the apprenticeship funding band maximum for each learner is 20000
• A DAS learner, levy available, learner finishes one month early

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

    ULN	priority	start date	end date	agreed price
    learner a	1	01/09/2017	08/09/2018	15000

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

    learner type	agreed price	start date	planned end date	actual end date	completion status
    programme only DAS	15000	01/09/2017	08/09/2018	08/08/2018	completed

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

    Type	09/17	10/17	11/17	...	08/18	09/18
    Provider Earned Total	1000	1000	1000	...	4000	0
    Provider Earned from SFA	1000	1000	1000	...	4000	0
    Provider Paid by SFA	0	1000	1000	...	1000	4000
    Levy account debited	0	1000	1000	...	1000	4000
    SFA Levy employer budget	1000	1000	1000	...	4000	0
    SFA Levy co-funding budget	0	0	0	...	0	0

  • And the transaction types for the payments are:

    Transaction type	10/17	11/17	...	08/18	09/18
    On-program	1000	1000	...	1000	0
    Completion	0	0	...	0	3000
    Balancing	0	0	...	0	1000

• A DAS learner, levy available, learner finishes two months early

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

    ULN	priority	start date	end date	agreed price
    learner a	1	01/09/2017	08/09/2018	15000

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

    learner type	agreed price	start date	planned end date	actual end date	completion status
    programme only DAS	15000	01/09/2017	08/09/2018	08/07/2018	completed

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

    Type	09/17	10/17	11/17	...	07/18	08/18
    Provider Earned Total	1000	1000	1000	...	5000	0
    Provider Earned from SFA	1000	1000	1000	...	5000	0
    Provider Paid by SFA	0	1000	1000	...	1000	5000
    Levy account debited	0	1000	1000	...	1000	5000
    SFA Levy employer budget	1000	1000	1000	...	5000	0
    SFA Levy co-funding budget	0	0	0	...	0	0

  • And the transaction types for the payments are:

    Transaction type	10/17	11/17	...	07/18	08/18
    On-program	1000	1000	...	1000	0
    Completion	0	0	...	0	3000
    Balancing	0	0	...	0	2000

• A non-DAS learner, learner finishes early

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

    learner type	agreed price	start date	planned end date	actual end date	completion status
    programme only non-DAS	18750	01/09/2017	08/12/2018	08/09/2018	completed

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

    Type	09/17	10/17	11/17	...	08/18	09/18	10/18
    Provider Earned Total	1000	1000	1000	...	1000	6750	0
    Provider Earned from SFA	900	900	900	...	900	6075	0
    Provider Earned from Employer	100	100	100	...	100	675	0
    Provider Paid by SFA	0	900	900	...	900	900	6075
    Payment due from Employer	0	100	100	...	100	100	675
    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	900	900	900	...	900	6075	0

  • And the transaction types for the payments are:

    Payment type	10/17	11/17	12/17	01/18	...	09/18	10/18
    On-program	900	900	900	900	...	900	0
    Completion	0	0	0	0	...	0	3375
    Balancing	0	0	0	0	...	0	2700
    Employer 16-18 incentive	0	0	0	0	...	0	0
    Provider 16-18 incentive	0	0	0	0	...	0	0

• A non-DAS learner, learner withdraws after qualifying period

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

    agreed price	learner type	start date	planned end date	actual end date	completion status
    15000	programme only non-DAS	01/09/2017	08/09/2018	08/01/2018	withdrawn

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

    Type	09/17	10/17	11/17	12/17	01/18
    Provider Earned Total	1000	1000	1000	1000	0
    Provider Earned from SFA	900	900	900	900	0
    Provider Earned from Employer	100	100	100	100	0
    Provider Paid by SFA	0	900	900	900	900
    Payment due from Employer	0	100	100	100	100
    Levy account debited	0	0	0	0	0
    SFA Levy employer budget	0	0	0	0	0
    SFA Levy co-funding budget	0	0	0	0	0
    SFA non-Levy co-funding budget	900	900	900	900	0

  • And the transaction types for the payments are:

    Payment type	10/17	11/17	12/17	01/18
    On-program	900	900	900	900
    Completion	0	0	0	0
    Balancing	0	0	0	0
    Employer 16-18 incentive	0	0	0	0
    Provider 16-18 incentive	0	0	0	0

Generated on: 30 April 2017 10:14:04

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