New to Advanced Learner Loans

Transcription

1 New to Advanced Learner Loans

2 Agenda Roles and Responsibilities Service Standards Accessing the Portal and Good Housekeeping Engagement, Support and Next Steps

3 Roles & Responsibilities

4 SLC Roles and Responsibilities Learner Application, Assessment and Customer Contact Payment and Repayment Provider Relationships Service Management Framework Work with Education & Skills Funding Agency and Department for Education

5 Role of Account Manager Performance & Monitoring To manage the relationship and service interactions between SLC and Learning Providers Tailored visits Performance and compliance monitoring Advice and training on the LP Portal Policy and Process Account Management Escalation Point Guidance, Best Practice FE Engagement Programme

6 Provider Responsibilities Encourage learners to apply early Comply with ESFA Funding Rules Ensure your LAFIL holds accurate and up to date information Accurate guidance to learners LP Portal Service and Compliance Promote the use of our digital application and resources Manage your loan position

7 LAFIL to Payment LAFIL to Payment Using UKPRN LAFIL SLC Receives Application Form Residency and Accompanying Evidence is Verified Check Provider Check Learning Aim Check Start and End Dates Review Fee and Loan Amounts Assess Application If Online Application a Declaration is Sent Out When Fully Approved NINO sent to DWP Payment Note CRN

8 Service Standards

9 Service Standards Activity Right First Time Elapsed Time Notes Unique Learning Numbers (ULNs) Verification of Study Programme & Notification of Changes Initial Attendance Confirmation 99% accuracy 100% accuracy for approved applications before attendance confirmation Entered 6 Weeks after the start date OR 2 weeks after the application received date where the application is received more than 4 weeks after aim start date. No timescale proposed It is a condition of attendance confirmation that details* are correct. 99% accuracy 6 Weeks after the learning aim start date. In respect of approved loan applications. The key measure relates to enrolled learners only. *Details are Learning Aim Reference Start Date End Date Fee and Loan Amounts Although the measure is 6 weeks, initial attendance can be confirmed from 2 weeks after the start date Subsequent Attendance Confirmations 99% accuracy 85% by due date for earliest payment. 98% return before 60 days from due date. The measure will deem drawdown date as the Thursday evening in the week before the main monthly payment date Cessation (withdrawals) 99% accuracy 60% within 60 days. remaining 40% within 90 days. Suspension of Learning 99% accuracy 60% within 60 days. remaining 40% within 90 days.

10 Compliance Compliance By the end April, of the 617 Providers with Applications: 98% of ULNs were entered 94% of providers had confirmed attendance 63% of withdrawal notifications were received within 60 days

11 Accessing and Using the Portal

12 Portal Functionality LP Details Learner Details Changes of Circumstances Attendance Confirmations Reporting Functions Add, maintain and amend contacts Varying levels of role access available Learner/Learning aim information Submit ULN s and additional references Submit Pre and Post Liability CoCs View submitted and processed CoCs Apply initial and subsequent attendance confirmations individually Loan Position and Remittance reporting Learner details, assessment and payment

13 Learning Provider Portal SLC will communicate key messages and notifications via the home screen with varying levels of priority

14 Accessing Applicant Information Learner Search allows you to: Learner/Aim Search and View Track submitted applications Export learner details, payment schedules and assessment histories Bulk upload ULN s

15 Learner Information

16 Detailed Learner Information Screen provides in-depth information and also allows LP Administrators to update information such as the ULN Field shows whether NINO has been received and verified by DWP - SLC cannot make payments until this is verified

17 Detailed Learner Information Providers can see current and historical assessment information as well as application state Where further evidence is required clicking on the application state will show what information is outstanding

18 Learning Aim Details

19 Detailed Learner Information Payment cannot be made until NINO has been verified, ULN has been entered and provider has confirmed the learner s attendance

20 Change of Circumstances Pre-liability - SLC does not yet have a positive attendance confirmation for a learner and no loan liability currently exists The types of changes that can be made to a pre-liability application are: Change of fee charged Change of loan amount requested Change of learning aim details Change of learning provider Cancellation Re-instatement (this is only available is the application is cancelled)

21 Pre Liability C Pre Liability CoC In order to complete a pre-liability CoC the application will need to be at one of the following work stages: Approved or Approved Awaiting Signature Ineligible Cancelled

22 Confirming Attendance Initial Attendance Confirmation Subsequent (Quarterly) Assumed Attendance Two weeks after the start of the learning aim On a quarterly basis. Attendance confirmation points fixed at 1 st Aug, 1 st Nov, 1 st Feb and 1 st May Subsequent two months of each quarter are assumed If attendance is not confirmed 3 months after the start date, application will be auto cancelled

23 Confirming Attendance Apply confirmations to all learners or individually Colour coded work list to highlight where an attendance confirmation has been saved or if more than one confirmation for an individual learner is outstanding

24 Change of Circumstances Post-liability - SLC have received a positive attendance confirmation for a learner s application The types of changes that can be made to a post-liability application are: Change of fee charged Change of loan amount requested (decrease only) Change of learning aim details Early Completion Withdrawal Suspension / Break in learning Resumption

25 Post-Liability CoC In order to complete a post-liability CoC the application will need to be at one of the following work stages: Approved Ineligible Suspended

26 Attendance and Payment Quarterly Attendance Dates (o=attendance, x=payment) Learner August September October November December January February March April May June July Learner (A) Learning Aim Start 1 Aug, End June o xx x ox x x ox x x ox x Learner (B) Learning Aim Start 20 Aug, End June ox x ox x x ox x x ox x Learner (C) Learning Aim Start 1 Sep End June ox x ox x x ox x x ox x Learner (D) Learning Aim Start 30 Sep, End June o oxx x x ox x x ox x Learner (E) Learning Aim Start 20 Oct, End June ox x x ox x x ox x Fixed Quarters for Attendance Confirmations Assumed Attendance (initial attendance confirmations may be made in these months if learners reach their initial liability point)

27 Payments Timely payments are facilitated by: Adding ULN to the learner data in advance of initial attendance confirmation date Checking the learner has a valid National Insurance Number (NINO) and help encourage the learner to provide this where missing Confirming attendance in a timely manner Confirming attendance accurately to prevent claw backs

28 Financial Reporting Remittance Report demonstrates funding instalments paid and can be exported to show individual learner payments Loan Position Report shows the loans value for applications and different stages of the assess and pay process

29 Engagement, Support & Next Steps

30 Engagement Engagement New Staff Training Further engagement events are available to you in the form of Regional Forums, Stakeholder Groups and tailored Seminars to promote the sharing of best practice. Financial Reconciliation Expansion 1:1 Meetings Review Administration Processes Strategic Planning Targeted Workshops

31 Resources and & Support Read Advanced Learner Loan online material available to you: Learner facing Information and Guidance: Review Education & Skills Funding Agency Provider Pack: General business to business queries on administrative systems and processes: / If a learner is having difficulty with the application process:

32 Contact Us: