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 Regional Compliance • FE Stakeholder Satisfaction Survey Results • Financial Reporting and Management • Learning Provider Portal Enhancements – Feedback and Update • Updates • SLC E SLC Engagement • Questions

Statistics and Application Trends

Demographics g p 4% 15% 13% 27% 19+ 24 ‐ 30 UK national Non UK national 31 ‐ 40 27% 41 ‐ 50 50+ 50+ 29% 85%

Popular Learning Aims p g Aim Description p 16/17 Apps / pp 17/18 Apps / 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) Certificate in Supporting Teaching and Learning in Schools (QCF) 992 992 698 698 Access to Higher Education Diploma: Health Professions 672 459 Professional Diploma in Accounting ‐ Level 4 p g 609 Access to Higher Education Diploma: Nursing and Healthcare Professions 577 905 Diploma in Nail Technology (QCF) 502 433

Learner Numbers How many individuals have applied for an Advanced Learner Loan? H i di id l h li d f Ad d L L ? Total applications Total applications 140000 120000 100000 -18% difference between 16/17 and 80000 80000 17/18 17/18 60000 40000 20000 0 AY 15/16 AY 16/17 AY 16/17 snapshot AY 17/18 Total applications 118041 133314 96686 79584 *Snapshot as at December ‘17

Statistics 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 Approved Awaiting Signature 4 35 1,484 Processed 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 Awaiting Evidence d 15 74 2,579 Awaiting Investigation Outstanding 343 324 328 Work in Hand 111 359 534 920 21 48 Data Entry Incomplete *As at December ‘17

Auto Cancel Breakdown 20000 20000 18000 16000 14000 Comments… 12000 10000 8000 6000 4000 2000 0 Auto approved Auto ‐ awaiting Auto ‐ Eligibility Auto ‐ In data Auto ‐ Missing Auto ‐ Missing signature signature incomplete incomplete entry entry Evidence Evidence ULN 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

Service Standards

Service Management Framework g

Unique Learner Number Entry q y Pass Fail Percentage Region Central 12,997 447 96.68% North 15,319 277 98.22% 98.09% South & West 11,538 225 94.77% South East 11,456 632 *As at December ‘17

Attendance Confirmations – November & December Payment date: 15 th November 2017 – Fixed Quarter Pass Fail Total Percentage Pass Region Central 9,185 2,121 11,306 81.2% 3 3% i 3 3% i 3.3% improvement 3.3% improvement t t North 9,488 3,292 12,780 74.2% between 16/17 and between 16/17 and South & West 7,801 1,760 9,561 81.6% 17/18 17/18 South East 7,053 2,487 9,540 73.9% Payment date: 15 th December 2017 Region Pass Fail Total Percentage Pass Central 1,304 1,304 1,216 1,216 2,520 2,520 51.75% 51.75% North 1,672 1,117 2,789 59.95% 1,944 69.34% South & West 1,348 596 South East 1,560 1,318 2,878 54.20%

FE Stakeholder Satisfaction FE Stakeholder Satisfaction Survey Results y

Customer Insight Feedback S September 2017 t b 2017 Support Desk Feedback • 88% rated the Support Desk service as ‘Very Good’ or ‘Good’ Account Manager Feedback • 88% feel the frequency of communication from Partner Services is about right, however 22% feel there is too little communication from their Account Manager Financial Reporting Feedback • • 66% were satisfied with the ease of use of the financial information on the portal 66% were satisfied with the ease of use of the financial information on the portal.

Financial Reporting and Financial Reporting and Management g

Financial Reporting Background • In 2016/2017 ESFA requested SLC put a block on new approvals for 74 providers who had exceeded their 2016/2017 loan allocation • In November 2017 SLC put a block on 32 providers who had exceeded their 2017/2018 loan allocation. • ESFA have made changes to the process with regards to the submission of growth requests • SLC have reviewed and improved the financial reports available through the Learning Provider Portal

Loan Allocation SLC and ESFA work closely together • Share information extracted from the Portal and Service Standards • This could impact future growth requests Thi ld i t f t th t • Learning Providers need to monitor their own allocation • Learner information on the Portal must be accurate and up to date • Monitor and manage the number of LAFIL issued • Monitor and manage the number of LAFIL issued

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 Notification of the initial loan facility in the April before the start of the academic • year Growth request application in September – notified of the decision in October q pp p • Growth request application in January – notified of the decision in February • Growth request application in March – notified of the decision in April •

Financial Reporting Learning Provider Portal Financial Reports 5 reports will be available Learner search page Learner search page • Current Payment Schedule and attendance export • Financials Home tab • Remittance report • Loan Facility Details • Loan Position report p • Payment Instalment report •

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 • Paid • Scheduled with Attendance Confirmed • Scheduled with Attendance Confirmed • Scheduled with Attendance Confirmed - Missing NINO Missing NINO • Scheduled Awaiting Attendance Confirmation - Attendance Confirmation • Scheduled Awaiting Attendance Confirmation - Missing NINO • Scheduled Awaiting Attendance Confirmation - Missing ULN Scheduled Awaiting Attendance Confirmation Missing ULN • Scheduled Awaiting Attendance Confirmation - Missing NINO and ULN • Approved Awaiting Signature Hyperlinks available to drill down to list learners for each category •The Total will be the sum of the monthly values for the AY of all the above y rows for Applications Approved for Payment • Offset

Financial Reporting Section 2 - Loan Facility Details •Facility (Full Year) - Loan allocation for AY year as supplied by the ESFA •Percentage Use of Facility – • Green if 80% or less • Green if 80% or less • Amber if 81% to 94% • Red if 95% or over Section 3 - Applications not Approved for Payment •Missing Evidence/Application Incomplete 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

Learning Provider Portal Learning Provider Portal Enhancements