Advanced Learner Loan Service Review Forums Service Review Forums - - PowerPoint PPT Presentation
Advanced Learner Loan Service Review Forums Service Review Forums 2017 18 Agenda g Introductions d Statistics and Application Trends Service Standards National and Regional Compliance Service Standards National and
d
Service Standards National and Regional Compliance
SLC E
13% 4% 15% 27% 19+ 24‐30 UK national 27% 31‐40 41‐50 50+ Non UK national 29% 50+ 85%
Aim Description 16/17 Apps 17/18 Apps p / pp / pp Diploma in Fitness Instructing and Personal Training (QCF) 1,588 541 Diploma in Specialist Support for Teaching and Learning in Schools (QCF) 1,569 1,305 Advanced Diploma in Accounting ‐ Level 3 1,372 1,043 Access to Higher Education Diploma: Health 1,190 901 Access to Higher Education Diploma: Science 1,103 1,002 Certificate in Supporting Teaching and Learning in Schools (QCF) 992 698 Certificate in Supporting Teaching and Learning in Schools (QCF) 992 698 Access to Higher Education Diploma: Health Professions 672 459 Professional Diploma in Accounting ‐ Level 4 609 p g Access to Higher Education Diploma: Nursing and Healthcare Professions 577 905 Diploma in Nail Technology (QCF) 502 433
H i di id l h li d f Ad d L L ? How many individuals have applied for an Advanced Learner Loan? Total applications
120000 140000
Total applications
between 16/17 and 17/18
80000 100000
17/18
60000 80000 20000 40000 AY 15/16 AY 16/17 AY 16/17 snapshot AY 17/18 Total applications 118041 133314 96686 79584
*Snapshot as at December ‘17
15/16 16/17 17/18* Total Applications Submitted
118,041 133,314 79,584
Approved
67,128 80,712 54,234
Approved Awaiting Signature
Processed
Approved Awaiting Signature
4 35 1,484
Withdrawal/Suspension
11,841 11,796 1,994
Ineligible
5,076 2,769 2,694 , , ,
Auto Cancelled
17,200 18,604 7,720
Total Processed
101,249 113,916 68,126
d
Outstanding
Awaiting Evidence
15 74 2,579
Awaiting Investigation
343 324 328
Work in Hand
111 359 534
Data Entry Incomplete
21 48 920 *As at December ‘17
20000 16000 18000 20000
Comments…
10000 12000 14000 4000 6000 8000 2000 Auto approved Auto ‐ awaiting signature Auto ‐ Eligibility incomplete Auto ‐ In data entry Auto ‐ Missing Evidence Auto ‐ Missing ULN signature incomplete entry Evidence ULN 15/16 3171 3024 988 16302 10022 495 16/17 1576 3708 1166 18592 12155 1869 17/18 154 1857 413 7097 5265 156
*As of December ‘17
Region Pass Fail Percentage Central 12,997 447 96.68% North 15,319 277 98.22% South & West 11,538 225 98.09% South East 11,456 632 94.77% *As at December ‘17
Payment date: 15th November 2017 – Fixed Quarter Region Pass Fail Total Percentage Pass Central 9,185 2,121 11,306 81.2%
3 3% i t 3 3% i t
North 9,488 3,292 12,780 74.2% South & West 7,801 1,760 9,561 81.6%
3.3% improvement between 16/17 and 17/18 3.3% improvement between 16/17 and 17/18
South East 7,053 2,487 9,540 73.9% Payment date: 15th December 2017 Region Pass Fail Total Percentage Pass Central 1,304 1,216 2,520 51.75% 1,304 1,216 2,520 51.75% North 1,672 1,117 2,789 59.95% South & West 1,348 596 1,944 69.34% South East 1,560 1,318 2,878 54.20%
S t b 2017 Support Desk Feedback September 2017
Account Manager Feedback
however 22% feel there is too little communication from their Account Manager Financial Reporting Feedback
Financial Reporting
Background
providers who had exceeded their 2016/2017 loan allocation
2017/2018 loan allocation.
growth requests
Learning Provider Portal
Loan Allocation SLC and ESFA work closely together
Thi ld i t f t th t
Financial Reporting ESFA Growth Requests Providers have 4 opportunities to review their loan allocation
Notification of the initial loan facility in the April before the start of the academic year
q pp p
Financial Reporting Learning Provider Portal Financial Reports 5 reports will be available
Learner search page
p
Financial Reporting
Financial Reporting
Financial Reporting Remittance Report shows funding instalments paid and can be exported to show individual learner payments
Financial Reporting This recent enhancement provides live information on your loans position for the coming academic year the coming academic year.
Financial Reporting Quick Guide available on LP Services website .
Financial Reporting Loan Position Report Issues Loan position Number of approved applications didn’t match payments Payments breakdown showed when the payment was scheduled not when it was actually paid. Application not progressing to payment Unclear which workstage applications were under, or if the application fell into several, which takes precedence or if there is duplication into several, which takes precedence or if there is duplication
Financial Reporting Providers requested A totals column which match the payments made during a particular month A totals column which matches the amount of facility used A totals column which matches the amount of facility used To be able to click on a link to drill down to the applications at each application workstage application workstage Visibility of loan allocation and how much has been used eg a red,amber green status green status The loan position report to match the payments on the remittance report.
Financial Reporting
Financial Reporting Section 1 - Applications Approved for Payment
Missing NINO
Scheduled Awaiting Attendance Confirmation Missing ULN
Hyperlinks available to drill down to list learners for each category
y rows for Applications Approved for Payment
Financial Reporting Section 2 - Loan Facility Details
Section 3 - Applications not Approved for Payment
Missing Evidence/Application Incomplete Hyperlinks available to drill down to list learners for each category
Financial Reporting Payment Instalment Details – Paid hyperlink
Financial Reporting Payment Instalment Details – Unpaid hyperlink
R L i P id P l h Recent Learning Provider Portal system enhancements
Summary Description y p
Learners suspended for more than 12 months Learners suspended for more than 12 months will automatically be withdrawn to the effective date of the suspension. This is to ensure applications enter re‐payment at the correct time. P t li bilit li ti ith t t di tt d fi ti f Learners with attendance outstanding for more than 12 months Post liability applications with outstanding attendance confirmations of more than 12 months will automatically be withdrawn with effect from the last date attendance was confirmed (actual or assumed). Newly Approved Work List Accessible via’ Learner Information Home’, users can search for applications that have moved to approved in the past day week two weeks or one Newly Approved Work List that have moved to approved in the past day, week, two weeks or one
Add Learning Aim End Date to Attendance Work list The Learners’ course end date is displayed within the ‘Learning Aim’ section
Add date search fields to the Learner Search Screen Replicate the ‘Start Date from’/’Start Date to’ & ‘End Date from’/End Date to which is available within the Learning Aim Search screen to enable users to export information on applications at particular work stages, for a specific Academic Year. Loan Facility Details Users able to view loan facility, amount used and balance of how much is
used reaches 90% and 100% (auto restriction applied at this point)
R L i P id P l h Recent Learning Provider Portal system enhancements
Summary Description y p
Attendance Work List On navigating to the Attendance Work list search screen, the ‘Attendance Status’ currently defaults to ‘Unconfirmed’. This will now default to ‘All’. User will be able to select a ‘Work stage History’ link which should display a Detailed Learner Information / Assessment Information tab (03/12/2017) g y p y pop up of the history of the selected application. Also, alongside the ‘Current Application State’, the effective date of the work stage will also be displayed.
R L i P id P l h Recent Learning Provider Portal system enhancements
R E h L C d Recent Enhancements ‐ Learner Correspondence
Summary Description y p
Letter requesting Birth/Adoption Certificate and birth certificate If a learner submits their birth certificate, SLC will contact them and request that they send in the birth or adoption form, we will no longer ask them to send in the birth certificate again and vice versa. Tutor will be added to the list of “people of good standing” on birth Changes to the Birth/Adoption form Tutor will be added to the list of people of good standing on birth certificate or adoption form, and the requirement for a landline number has been removed. Payment Confirmation letter At the top of the first page of the letter it will be highlighted to learners the requirement for them to return the signed online declaration form before Payment Confirmation letter requirement for them to return the signed online declaration form before payments will be made to their Provider. Online Declaration Change ALL online declaration from XHTML to PDF Improved Learner Communications Where an application has been made ineligible due to a restriction being placed on the Learning Provider, a more detailed message is provided: ‘Your college or training organisation does not currently have funding available’ and advises the learner to contact their Provider.
Enhancements
Currently in Development Currently in Development
Summary Description
Payment Instalment Report Creation of new report that over time will replace the current Loan Position Report. January release date. Di it l Si t SLC Board has approved the progression to E‐signatures following a detailed risk assessment Digital Signature pp p g g g comparing current and future solutions and risks. Implementation planned for 18/19 launch.
Enhancements
Currently under analysis Currently under analysis
Summary Description
Monthly text sent to learner SMS sent following confirmation of attendance to ensure learner understands that loan is being paid on their behalf and to prompt contact if learner withdraws. F Ch d C C Prevent providers carrying out a Fee Charged CoC reducing the fee below the amount already Fee Charged CoC p y g g g y paid, potentially causing a negative balance that SLC cannot recover. Reporting ‐ Suspended Learners Show the provider all applications currently suspended and detail the effective and submitted dates. Suspension CoC Prevent a Suspension CoC being submitted after the learning aim end date.
£1,750 a month)
9% of earnings above threshold ‐ if earnings drop below threshold, repayments stop
£25 000 i 2018 19* Will i d ith i th ft £25,000 in 2018‐19* Will index with average earnings thereafter
* Full details can be found in the Autumn Budget 2017
receipt of 18/19 loans facility to the ESFA by their deadline
academy conversions in discussion/planned to take effect in 2018
General business to business queries on administrative systems and processes
General business to business queries on administrative systems and processes – lpservices@slc.co.uk If you would like to inquire about a learners application status, or have a technical query contact Operations Services – 0300 100 0643 If a learner is having difficulty with the application process – 0300 100 0619 0300 100 0619 Learner Facing Information and Guidance – www.practitioners.slc.co.uk/further‐education
h //l i l k/ i l d /f h http://lpservices.slc.co.uk/support‐materials‐and‐resources/factsheets.aspx
Katy/Clare/Lucy/Toni Katy/Clare/Lucy/Toni FE Account Manager @slc.co.uk