Transcript CULTURE CHANGE PROJECT

ADVANCED LEARNING LOAN
Paul Smith
Head of Business Development
14th May 2013
SLC Roles and Responsibilities
• Key responsibilities under the programme:
– Application, Assessment and Customer Contact
– Attendance and Payments
– Provider Relationship and Enquiry Management for Administration
Processes and Systems
– Access to HE Write-off
– Repayments
• Support to Agency functions:
– Provide management information and monitoring to enable
appropriate budget and allocations management
• Support to BIS functions:
– Learner IAG
– Governance, control and management of public funds
Engagement Strategy
•
Providers offered a wide range of demand-led contact channels
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Guidance, FAQs and procedures
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Training
– Systems training via e-learning
– Awareness / process training via seminars
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Input via Learning Provider Services Advisory Group, Stakeholder
Reference group, individual visits and attending sector events
•
Joint delivery with Agency activities
Application and Assessment (2)
• Application process launched in April 2013 for learning aims
commencing from 1st August 2013
• Straight forward eligibility – non-means tested application
• Details from Learning & Funding Information Letter given to learners,
essential for accurate completion of the application
• Primarily online service
– Paper channel available
– Loan contract and signature
• Fast processing of applications where SLC have complete and correct
details – majority dealt with by automated processing
• Dedicated processing team
Application and Assessment (3)
• Identity checks with IPS
– 95% applicants quoting passport numbers
– of which 95% checked first time
– 5% will submit other forms of ID e.g. birth certificate
• National Insurance Number Validation with DWP
– 97% success rate
• Check Provider and Learning Aim approved for funding
– Data received from the Agency
Learner Information & Guidance
•
NCS website – upfront Information, Advice and Guidance for learners
•
NCS contact centre - telephone support for careers and options
– NCS referrals to SLC Customer Contact for applications
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SLC Contact Centre - 0845 24 020 24 – Active now
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GOV.uk – learner registration, login and application. Guidance on
application process
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Money Advice Service has a loans web-page, financial advice to IFAs
•
SLC Practitioners website
Learning Provider Portal
• Initial release from 1st March 2013
– Approved providers and learning aims from agency
• Approved providers notified to SLC by the Agency will have access
• All service interactions will be delivered via the portal
Applicant Information Service
• Available May 2013
• Search and view learner data for your organisation
• Data will show application status and outcome of the assessment
• Ability to update field such as
– ULNs (mandatory prior to attendance confirmation)
– Additional Learner Reference, Course Trainer, Course Location
• Early sight of information for checking prior to attendance
confirmations
Attendance and Payments (1)
• Attendance confirmation is required:
– Initially – two weeks after learner starts course
– Subsequently – quarterly - requested on the 1st of the month for
payment in that month and the remaining two months of the quarter
• Learners first become liable upon initial confirmation two weeks after
their start date
• Positive actual confirmation is assumed to apply to subsequent months
in each quarter unless SLC receive notification to indicate otherwise
• In between quarters, attendance, and therefore liability, is assumed on
the first of every month in order to release payment later in the month
Attendance and Payments (2)
• Payments scheduled on a flat monthly profile based on initial liability
point and learning aim end date – equal instalments
• Paid on set date each month – no interim / catch up payments
• Payments made 3rd Wednesday of the month
• Payments can only be scheduled up to a maximum length for each
type of aim
– 2 years for certificates, Access to HE and A Levels
– 3 years for diplomas and Apprenticeships
• Balancing payment made if learner completes early
Change of Circumstances
• Changes can be notified by providers through the portal
• Changes directly and automatically applied to the application
• Reports and audit history available
• Learner receives revised entitlement letter
• Export / import CoCs in bulk
Financials and Reports
• Loan position report will show the forecast of loan payments due to the
provider
• Annual position breakdown by AY and FY
• Ability to view the data by month
• Statement available of each payment made – view on screen or export
• Breakdown of each payment by learners and amounts paid. Any
recoveries detailed where applicable
Repayments
• Deducted from PAYE or Self Assessment
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– System in place from April 2016
– Voluntary repayments can be made prior to this and during or after
completion of learning
Repayments will be made at 9% of earnings above £1,750 pcm
Interest and repayment thresholds as per HE arrangements
Operated by SLC, HMRC and Employers as in place for HE loans
Emigrants have a choice of repayment channels, with income
thresholds adjusted to a country cost-of-living index
System interactions
• Easy to use portal screens:
– Attendance confirmations and Change of Circumstances
– Submission for individual or multiple learners at the one time
– Option to import xml file if preferred – providers can opt to use
screens, import or combination of both
• Export of information if required:
– Learner application information (including assessment history)
– Loan position report and payment breakdown
– Change of Circumstance submission history
• Technical specifications being released to IT suppliers and providers
as development progresses
• Partner test facility will be available
Learning Provider Actions
• Appoint administration manager
– Assign system roles
• Check with IT supplier – xml import readiness
• Define fees procedure
– Learners starting without a loan being in place
– Part self-funding learners, collection of balance
– Approach for ineligible learners
– Setting of fees is for the course, not per AY
• ILRs require single additional field to indicating learners with loans
• Reasons for non-payment
• Timeliness of attendance returns
Support and Resources
• Learning Provider Services Website
– www.lpservices.slc.co.uk
– Guidance material and resources
• General queries on Administration Systems and Processes
– [email protected]
• Regional Support from Partners Management Team
– http://lpservices.slc.co.uk/contact/fe-loans-productconsultants.aspx
• Operations Helpdesk for system queries – 0845 240 2627
QUESTIONS?