Advanced Learner Loans Learning Provider Training Event FE Account - - PowerPoint PPT Presentation

Advanced Learner Loans Learning Provider Training Event

FE Account Managers, Partner Services

Agenda

• Roles and Responsibilities
• Application Process and Eligibility Rules
• Learner Repayment Process
• SLC Service Standards
• Learning Provider Portal Functionality
• Support and Contact Information

Roles and Responsibilities

Making payments to Learning Providers Roles & Responsibilities

Roles & Responsibilities

ESFA

• Managing LP ALL

contracts

• Funding Performance

Management Rules

• Eligibility of Learning
• Maximum amount

charged for Learning Aims

• Provider Growth

process SLC

• Learner Assessment

and Customer Contact

• Payment and

Repayment

• Provider

Relationships

• Service Management

Framework

• Work with ESFA &

DfE DfE

• Overall responsibility

for the loans policy

• Ensure effective and

efficient loans system

• Programme funding &

promotional activity

• Fees Policy and Offer
• ESFA ILR and Audit
• LP Portal and Service Compliance
• Bursary Funding
• Monitor and manage loan position
• Promote digital application and resources

Provider Responsibilities

Application Process and Eligibility

Application Checklist

LAFIL

• Ensure

Accuracy

• Change of

Circumstance

• Merger

scenario ID

• Valid passport
• Birth /

Adoption Cert

• 6 month cut off

for receipt of evidence Residency

• UK National –

Self Cert

• EU - additional

evidence

• Factsheet

available Previous Study

• Explore with

Learners

• Level 3

Funding

• Access to HE

Learner Responsibility

• Declaration
• Online

Account

• Change of

Circumstance

• Minimum loan amount £300
• Learning Aim must be designated - run for a duration of at least two weeks

Eligibility

Maximum Loan The fee charged by the Learning Provider The maximum amount set for the Learning Aim, whichever is lowest Maximum Time dependent on the Learning Aim AS or A Levels – two years Access to HE Diploma – two years Levels 3, 4, 5 and 6 maximum 3 years

OR

Learner Eligibility

• Approved Learning Aim
• Meet Residency Criteria (UK, EU or RoW)
• Learners can apply for up to 4 loans
• Repeat and concurrent study allowed
• Access to HE - apply once

Residency criteria and the supporting evidence - learners can provide:

• UK National - Passport or original Birth Certificate /

Adoption form with ADIF Various forms may be required to aid successful completion of ALL applications:

• UK Passport Form
• Birth Certificate / Adoption form (ADIF)
• Evidence Return Form
• Loan Request Form
• Declaration Form – signed and dated

Learner Eligibility

SLC Receives Application Form Residency and supporting evidence is verified Check Provider (using UKPRN) Check Learning Aim Check start and end dates Review fee and loan amounts Assess application Declaration issued When fully approved NINO sent to DWP LAFIL

Note CRN

Payment

LAFIL to Payment

Application Overview Frequent difficulties with ALL applications:

UK, EU, RoW Nationals – additional evidence required ADIF form completion / submission errors Gaps in residence history (paper apps) LAFIL control issues – learner applies before contract signed, during a restriction or prior to learning aim being designated

Auto Cancellation

Timescales of auto cancellation Days Data entry application not submitted 30 Eligibility incomplete 45 Missing evidence 45 Awaiting signature 45

Case Study

Situation Jenny was given a LAFIL which advised the total fee charged would be £2,573 Jenny submitted an application and requested a loan for £2,000 There is a balance payable of £573

Case Study

Outcome Jenny will have to arrange to pay the balance direct to her provider

• r

Jenny can amend her loan requested amount to match the fee being charged

Case Study

Situation Daniel submitted his birth certificate and ADIF as requested He then received a letter asking for further evidence but ignored this as he had already sent in the requested evidence Daniel’s application was auto cancelled after 45 days due to missing evidence

Case Study

Outcome Daniel’s provider asked him to chase this up as

• therwise he would be invoiced

On speaking with the Learner Help Line, Daniel was advised that the ADIF was invalid - countersigner did not provide their passport details on ADIF New ADIF required in order for application to be reassessed

Advanced Learner Loans and Repayment

Repayment

Essential Messages for Learners:

• Loans are not subject to credit checks
• Loan will not appear on credit files
• Repayment is calculated at 9% of income over

£25,725 (monthly equivalent £2,143)

• Repayment threshold will rise to £26,575 from 6

April 2020 (monthly equivalent £2,214)

• Repayment will start in the April after the learner

completes / withdraws from their course

Repayment

• Deductions taken directly from salary
• Repayments will stop if income drops below threshold
• Voluntary repayments possible
• Interest accrues from first payment until balance is paid in full
• Loan balance written off after 30 years
• Access to HE - outstanding balance written off when learner completes subsequent HE

course

To be eligible for Access to HE Diploma loan write off, a learner must:

• Have a loan for Access to HE Diploma course which

they have completed

• Be eligible to apply for support
• This includes EU domiciled learners
• Completed HE qualification that was eligible for SFE

funding

Access to HE Write Off

Income each year before tax 9% will be deducted from Monthly Repayment (Approx) £25,725 £0 £0 £30,000 £4,275 £32 £40,000 £14,275 £107 £50,000 £24,275 £182 £60,000 £34,275 £257

ALL Repayment

Repayment threshold will rise to £26,575 from 6 April 2020.

i

Interest levels applied will depend on a learner’s income and circumstances:

Interest rate is: Set at RPI Only

Interest Rate: RPI Only During study until entering repayment Income: Under £25,725 Interest Rate: Retail Price Index +3% Income: £25,725 to £46,305 Income: Over £46,305 Interest Rate: RPI + up to 3% Interest Rate: RPI +3%

ALL Interest

Interest rate updated once a year using RPI figure from March which is carried forward and applied in September (2.4% for 2019/20)

i

ALL Repayment

Statement issued April after learner completes or withdraws Details balance, including interest accrued Learners receive them annually thereafter Learners can sign in to online account

*SLC’s corporate and repayment websites are live on www.gov.uk/slc.

Case Study Situation Steve begins a 2 year NVQ Level 3 Diploma in Domestic Plumbing and Heating in 2016/17 and takes out an Advanced Learner Loan of £3345. He completes the course and is awarded the qualification in June 2018.

Case Study Outcome In April 2019 (the April after completing the NVQ) Steve is earning a salary of £29,256. His monthly gross pay is £2438, so he is earning £295 above the monthly income threshold of £2143. Steve’s monthly repayments are £26 (9% of £295). These are deducted by his employer from his salary along with Income Tax and NI.

SLC Service Standards

Service Standards

Process Submission Accuracy Time to Complete Adding Unique Learning Numbers 99% ULNs to be entered within 6 weeks of the learning aim start

• date. Where an application is received more than 4 weeks

after the learning aim start date, the ULN must be entered within 2 weeks of the application received date Check information (e.g. Fee Charged, Learning Aim, Start Date etc) and make any necessary changes 100% accuracy for approved applications before initial and subsequent attendance confirmations No timescale proposed. It is a condition of Attendance Confirmation that details are correct Initial Attendance Confirmation 99% Attendance confirmation to be entered within 6 weeks of the learning aim start date if the application is approved. Where an application is approved more than 4 weeks after the learning aim start date, the attendance confirmation must be provided within 2 weeks of the approval date Subsequent Attendance Confirmations 99% A. 85% of learner attendance confirmations to be provided by payment drawdown date AND B. 99% of learner attendance confirmations to be provided within 60 days of payment drawdown date Suspensions 99% A. 60% of suspension COCs submitted within 60 days of notification AND B.

• B. 99% of suspension COCs submitted within 90 days
• f notification

Withdrawals 99% A. 60% of withdrawal COCs submitted within 60 days of notification AND B.

• B. 99% of withdrawal COCs submitted within 90 days
• f notification

Learning Provider Portal Functionality

LP Details User Access Levels Learner Details Change of Circumstances Attendance Confirmations Reporting Functions

Portal Functionality

Learning Provider Portal Learning Provider Portal

SLC will communicate key messages and notifications via the home screen

LP Details

Learning Provider Portal User access

• 7 types of user access
• Individual permission

levels

• 6 contact types
• Must be Primary and

secondary to receive correspondence

• Must be CoC contact if

administering CoCs

• Must be a named

contact to talk to Partner Support Desk

User roles Contact types

LP Details

Profile Information

• SLC cannot change any of the details within the

Profile section

• If the Contract Manager information is incorrect,

please update on the UK Register of Learning Providers website

• Notify the ESFA of the change via

Loans.BUSINESSOPS@education.gov.uk

• They will advise us of the change via the monthly

update file

• Full instructions can be found on our Quick Guide

Learning Provider Portal

Access Learner information

Accessing Learner Information

Accessing Applicant Information

Learner Search allows you to:

• Conduct and view Learner /

Learning Aim Search

• Track submitted applications

and their applications status

• Export learner details, payment

schedules and assessment histories

• View newly approved work list

Accessing Learner Information

The newly approved worklist can be located in your ‘Learner Information Home’ tab to allow you to track applications as they move to an approved state

Newly Approved Worklist

Bulk File Imports

In addition to performing functions via screen functionality, the portal allows providers to bulk import files for the following:

• Learner Information –
• Additional Learner Reference Number
• Course Location
• Course Trainer
• ULNs
• Attendance confirmations
• Change of circumstances

For further information please contact the Partners Support Desk

Accessing Applicant Information Accessing Learner Information

Screen provides in-depth information and also allows LP Administrators to update information such as the ULN

Learning Provider Portal Accessing Learner Information

Application state hyperlinked to provide more information

Detailed Learner Information

Detailed Learner Information

UK National -

• utstanding

Identity Evidence ROW National – Outstanding evidence for Status, Residence, Identity and date status granted.

Detailed Learner Information

Learning Aim Details

Selecting the Learning Aim Details section will present details on specific qualification information

Payment cannot be made until NINO has been verified, ULN has been entered and provider has confirmed the learner’s attendance

Detailed Learner Information

Learner Information

Change of Circumstances – Pre-Liability

The types of changes that can be made to a pre-liability application are:  Change of fee charged  Change of loan amount requested (decrease only)  Change of learning aim details  Change of learning provider  Cancellation  Re-instatement (if the application is cancelled)

Change of Circumstances

Pre-liability – before initial attendance confirmed

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
• Cancelled

There are two ways in which a CoC can be performed:

• Via the CoC home tab
• Within an individual learner search

Please note: In order to administer these changes you will require CoC user access and the Learning Provider must have a named CoC contact on the portal.

Viewing CoCs

LP CoC Advisors and Administrators are able to search previously submitted CoCs

Pre-Liability CoC

Alternatively CoCs can be submitted for single

• r multiple learners in
• ne submission when

accessed via CoC Home

Pre-Liability CoC

A CoC can be created for a single user from the Detailed Learner Screen

Submitting a CoC

After selecting a learner, from the Detailed Learner Information page select create CoC – the next screen will confirm the learners that have been selected

Submitting a CoC

Select the CoC required and select ‘Add’

Submitting a CoC

Effective Date cannot be in the future

Submitting a CoC

Select the appropriate radio button to assign a contact against the CoC submission this will be visible within the assessment history

Submitting a CoC

You can review the change before you submit – option available at this stage to cancel

Viewing CoCs

LP CoC Advisors and Administrators are able to search previously submitted CoCs

Viewing CoCs

Select the appropriate radio button to assign a contact against the CoC submission – this will be visible within the assessment history You can enter criteria appropriate to your search – you can then either view the results on screen or choose to export

CoC Submission Report

The report can detail the number of CoCs raised for each category, the total number raised and the percentage that each category represents of the total raised

CoC Submission Report

The results will appear as a pop up

• n screen

Case Study

Situation Anna’s application is at Missing Evidence The provider has noticed that she has incorrectly entered the wrong fee amount The provider attempts to amend the fee amount but is unable to do so

Case Study

Outcome Changes cannot be submitted pre-approval The learner can amend the details via their online account Otherwise once the application moves to approved / awaiting signature the provider can submit a Fee Charged CoC We will then send a Loan Request Form to the learner

Case Study

Situation Provider notices that LAFILs issued for a cohort

• f learners have the wrong planned end date

There are multiple learners that have applied using the wrong end-date

Case Study

Outcome The provider is able to submit a single Learning Aim Details CoC to amend the end date for multiple applications The learners are then notified by letter that the changes that have been made

Attendance Confirmations

Initial Attendance Confirmation Two weeks after the start of the learning aim Subsequent (Quarterly) Attendance confirmation points fixed at 1st Aug, 1st Nov, 1st Feb and 1st May Assumed Attendance Attendance is assumed on months in between fixed quarters

If attendance is not confirmed 3 months after the start date, application will be auto cancelled

Confirming Attendance

Attendance Worklist

Colour Coded First Attendance Confirmation and Hyperlinked required confirmations

Attendance Worklist

Pop-up to allow multiple attendance confirmations to be completed at once

Attendance Worklist Screen Changes

Ability to search for multiple required confirmations

Type of confirmation that can be made Code Learner is in attendance – approve payment for release In Attendance Learner is confirmed as being not in attendance Not in Attendance # Learner is not in attendance by virtue of moving their start date to a later date (initial attendance only) Change Start Date

# A CoC reminder will automatically be created in the CoC worklist and the user should create the appropriate CoC to either withdraw or suspend the learner

Confirming Attendance

Performance Management

A well thought out process is key to ensuring effective attendance management Clear understanding of “not in attendance”, for learners, administration and teaching staff

Attendance Management

Case Study

Situation The provider checks the information is correct The initial attendance is then confirmed within the required 6 weeks after the start of the course It then comes to light that the start-date is actually incorrect

Case Study

Outcome The provider confirms the initial attendance on 10/02/2020 - the draw down date that month falls

• n 13/02/2020

The provider can change the attendance status back to ‘Awaiting Confirmation’ and amend the start date Attendance status is locked when the payment run commences at cob on Thursday before the Wednesday payment is scheduled

Case Study

Situation James submits an online application including his UK Passport Number His application is approved within 5 working days The provider notices that James is not on the attendance work list and attendance cannot be confirmed via the ‘current payments schedule and attendance' tab

Case Study

Outcome The provider has not yet had the opportunity to enter the ULN for James Once this has been entered James will appear on the attendance work list and attendance can be confirmed

Change of Circumstances – Post-Liability

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

Change of Circumstances Post-liability – attendance confirmed

In order to complete a post-liability CoC the application will need to be at one of the following work stages:

• Approved
• Suspended

Like pre-liability, a CoC can be actioned through an individual learner account or through the CoC home function

Post-liability CoC

A learner reported as ‘not in attendance’ will then appear on the CoC Worklist Selecting the learner will allow you to make the appropriate post liability change(s) The learner will be notified accordingly

CoC Work List

Early Completion

• Learner completes their studies before scheduled learning aim end date
• Balance will be paid in next payment run

Applied with other changes? Applied to multiple learners? What do SLC capture for the change? Pre-liability/ post liability or both? Y Y Effective Date Post-liability Aug Sept Oct Nov Dec Jan Feb Mar Apr May £50 £50 £50 £50 £50 £50 £50 £50 £50 £50 £50 £50 £50 £50 £50 £50 £200 £0 £0 £0

Post-Liability CoC

CoC submitted in late Jan to early completion

• f learning aim

Performance Management Suspensions

Agreed break in learning due to illness, caring responsibilities, financial difficulties, bereavement etc Individual learning provider policy A suspension can only

• ccur if a learner is

post-liability Notify SLC as soon as the absence is apparent Loan payments will pause until the learner resumes or withdraws Track suspended learners Teaching staff to ensure accurate registers Learner can be suspended for up to 12 months Application will be auto withdrawn at 12 months+

Suspensions

Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug £50 £50 £50 £50 £50 £50 £50 £50 £50 £50 N/A N/A N/A £50 £50 £50 £50 £50 £50 £0 £0 £0 £50 £50 £50 £50

Example

Learning Aim start date: 12th August Learning Aim end date: 2nd May Effective date of suspension: 4th January Date of resumption: 12th April Payments are frozen from the month following suspension Payments resume the month following return to learning Learning Aim Details CoC required if resumption is after original course end date

CoC submitted in late Jan Payments resume in May

Performance Management

A withdrawal refers to the point at which scheduled learning, teaching and assessment activities, and other active and

• n-going engagement ends

A withdrawal applies where the learner has no intention to re-engage and means there is no further SLC loan liability

Withdrawals

Withdrawals

Where late notification of withdrawal results in an overpayment, SLC will recover this

• verpayment from future loan payments

If there are insufficient future loan payments, SLC will request repayment directly

Aug Sept Oct Nov Dec Jan Feb Mar Apr May £50 £50 £50 £50 £50 £50 £50 £50 £50 £50 £50 £50 £50 £50 £50 £50 £0 £0 £0 £0

CoC submitted in Jan to withdraw from learning aim

Auto Cancellations & Withdrawals

Timescales of Auto Cancellation / Withdrawals Days Approved with no attendance confirmation (initial) 90 Approved with missing ULN 90 Approved with no attendance confirmation (subsequent) 365 Suspended applications 365

Case Study Situation Megan has an approved loan where attendance has been confirmed Six months into the course, it comes to light that she has not actually accessed her legal entitlement for a first full level 3 qualification

Case Study Outcome The provider must reduce Megan’s fee liability to zero A withdrawal is not required unless attendance was confirmed in error (i.e. the learner did not attend) SLC will recover the overpayment from future loans payments

Case Study Situation Olivia’s application is post-liability Olivia has decided to transfer to a different course in agreement with her provider It is the same level and type It is also designated for Advanced Learner Loans

Case Study Outcome A change of learning aim can be made post- liability as Olivia is transferring to a learning aim of the same level and type A new LAFIL should be given to Olivia in advance of the change being implemented The provider should submit a Learning Aim Details CoC (and Fee Amount CoC if necessary)

Case Study Situation Alex’s application is post-liability Alex has decided to transfer to a different course at the same level and type It is also designated for Advanced Learner Loans However, eligibility was only effective after the start date of the original learning aim

Case Study Outcome As Alex is transferring to another aim outside

• f what policy will allow, the original

application will need to be withdrawn The effective date of the Withdrawal CoC should reflect the last date of attendance on the original learning aim Loan liability is directly linked to the duration

• f attendance; therefore the course fee should

not be reduced

Case Study Situation Cara withdrew from her learning aim five weeks ago She has returned to the provider to ask if she can resume on the course

Case Study Outcome As the withdrawal was not submitted in error this cannot be reversed As Cara withdrew from her course, she will now have to submit a fresh application and use another of her (up to four) loan entitlements

Best Practice

Best Practice Timely submission

• f portal

admin tasks Make full use of the financial reporting functionality Regularly check the CoC worklist Check details are correct before confirming attendance

For more comprehensive information on the portal administration please consult our User Guide: http://www.lpservices.slc.co.uk/support- materials-and-resources/user-guides-and- elearning.aspx

Financial Reporting

Financial Reporting

Five financial reports available via the LP Portal ‘Learner Search’ screen

• Payment Schedule and Attendance

Report ‘Financials Home’ tab

• Loan Facility Details
• Payment Instalment Report
• Remittance Report
• Loan Position Report

Loan Facility Details

An overnight batch runs daily Includes learners with a status of “approved” or “approved awaiting signature” Includes learners with a status of “NINO” not verified Includes suspended learners as payments still scheduled Includes learners whose learning aim started in a previous AY and are still in learning Learners missing evidence are not included Can be reconciled via the Payment Schedule & Attendance Report

Loan Facility Details

Live Information for the current AY

Loan Facility Details

Loan Facility Percentage Used Message on LP Portal Email Generated 80%  × 90% ×  100%   Warning messages

Payment Instalment Report

This will highlight any learners where attendance has been confirmed but payment not released as NINO not yet verified A recent enhancement to the report means that you are now able to use the hyperlink to navigate to the Detailed Learner Information page and add a ULN then toggle back to the report This section details potential payments which are not yet included in the Loan Facility Details report This section details potential payments which are included in the Loan Facility Details report

Summary of Financial Reports

Due to their different functions, the Payment Instalment Report (PIR) total will not always match the Loan Facility Details (LFD) screen: PIR could include payments from previous academic years that are not included in the LFD screen PIR only includes suspended applications' instalments up to the point of the suspension date - LFD screen captures all of the suspended applications' payment instalments When a payment is made, the PIR will move it to the column for that payment period, whether or not that is different to the original scheduled date

The Remittance Report outlines payments that have been paid, are in progress, or have been recovered. The report can either be viewed on screen or exported:

Remittance Report

Financial Reporting

• Thursday prior to the payment date
• Payment will be made if attendance is confirmed by the close of

business on the draw down date Drawdown Date

• Always the third Wednesday of the month
• No interim or catch up payments throughout the month

Payment Date

• Payment Instalment Report and Remittance Report available to view

and export the Friday after draw down Financial Reports

Case Study Situation The provider notices that the Payment Instalment Report shows that the applications ‘not approved for payment’ amount to £54,350 According to their Loan Facility Details Report, they only have £46,250 remaining

• f their Loan Facility Amount so there

appears to be a shortfall

Case Study Outcome

When applications progress to Approved / Awaiting Signature, the scheduled payments will be accounted for in the Loan Facility Details Report. They will continue to progress regardless of the shortfall as pipeline applications will always be honoured. This may result in the LP spending more than 100% of their funding allocation. When 100% of the funding allocation has been used a restriction will be applied to new applications only

Case Study Situation

The provider notices that the Payment Instalment Report shows a different figure to the Loan Facility Details report

Case Study Outcome

The figures may differ as the PIR will not show learners currently suspended.

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

Payments

Service Standards

Process Submission Accuracy Time to Complete Adding Unique Learning Numbers 99% ULNs to be entered within 6 weeks of the learning aim start

• date. Where an application is received more than 4 weeks

after the learning aim start date, the ULN must be entered within 2 weeks of the application received date Check information (e.g. Fee Charged, Learning Aim, Start Date etc) and make any necessary changes 100% accuracy for approved applications before initial and subsequent attendance confirmations No timescale proposed. It is a condition of Attendance Confirmation that details are correct Initial Attendance Confirmation 99% Attendance confirmation to be entered within 6 weeks of the learning aim start date if the application is approved. Where an application is approved more than 4 weeks after the learning aim start date, the attendance confirmation must be provided within 2 weeks of the approval date Subsequent Attendance Confirmations 99% A. 85% of learner attendance confirmations to be provided by payment drawdown date AND B. 99% of learner attendance confirmations to be provided within 60 days of payment drawdown date Suspensions 99% A. 60% of suspension COCs submitted within 60 days of notification AND B.

• B. 99% of suspension COCs submitted within 90 days
• f notification

Withdrawals 99% A. 60% of withdrawal COCs submitted within 60 days of notification AND B.

• B. 99% of withdrawal COCs submitted within 90 days of

notification

Factors to consider

Learning Provider Portal Learning Provider will complete the LAFIL with relevant information. Using the information on LAFIL, learner will enter start & end dates SLC then use these dates to profile the payments It is the Provider’s responsibility to make sure that this information is correct and submit the appropriate CoC to make necessary changes

Data Returns

LPs have reported learning aims being retrospectively removed from LARS / not being updated meaning learners unable to apply in good time.

Factors to Consider

Adherence to SLC service standards forms part

• f the ESFA review process for growth

Provider may be asked to correct identified errors prior to growth being agreed ESFA do not share the information with SLC at the point providers are notified of growth Provider has to sign and return revised contract before they notify SLC

Factors to Consider

Question and Answer

A provider can increase the course fee charged when the learner is post liability

Question and Answer TRUE!

Increasing the fee will automatically trigger the issue of a loan request form to the learner so they can choose to increase their loan in line with the revised fee Decreasing the course fee will automatically decrease loan amount requested without the need for a loan request form.

April is a fixed attendance confirmation point

Question and Answer FALSE!

The months in the year where SLC need quarterly attendance confirmations are February, May, August and November Learners will automatically populate the attendance confirmation work list on the first of each fixed attendance point

SLC will claw back overpayments from future payments due to the provider

Question and Answer TRUE!

SLC will offset overpayments against the next payment made to the provider Therefore the provider will receive their monthly payment minus any overpayment

The Student Loans Company are responsible for allocating the loan facility to providers

Question and Answer FALSE!

The ESFA have responsibility for setting the funding rules that underpin the allocation of both the loan facility and bursary fund

Support and Contact Information

Account Management Performance & Monitoring Guidance, Best Practice FE Engagement Programme Escalation Point Policy and Process Advice and training on the LP Portal

To manage the relationship and service interactions between SLC and Learning Providers Tailored visits Implementation plans for policy and process changes Performance and compliance monitoring

Role of Account Manager

Engagement

Seminars

Large events with multiple workshops delivering information to both new and existing providers

Forums

Delivered annually, key regional engagement with delegates Opportunities to share best practice and network with other providers

Provider Visits

Tailored ongoing business to business support Monitoring and Compliance Specific guidance on Provider Enquiries

There are guidance factsheets, user guides and support available to you

• n our LP Services website:

www.lpservices.slc.co.uk

Resources and Support

Resources & Support

Learner facing Information and Guidance: www.practitioners.slc.co.uk/further-education Partners Support Desk: lpservices@slc.co.uk / 0300 100 0643 Learner Help Line: 0300 100 0619 ESFA Funding & Performance Management Rules 2019/20:

https://www.gov.uk/government/publications/advanced-learner-loans-funding-rules-2019- to-2020

Feedback

Thank you for attending the Learning Provider Portal Training Event. We hope you found it useful and enjoyable. You will receive a short feedback survey into your inbox tomorrow morning from “Tell SLC” , we’d be grateful if you could complete this to let us know what worked well and what could be improved.

Thank you

FE Account Managers

Partner Services lpservices@slc.co.uk www.lpservices.slc.co.uk/