Apprenticeship Levy Conference - Coventry (Summer 2016)

Are You Prepared For The

Apprenticeship Levy

14th July The Welcome Centre Coventry

Headline Sponsor

Registration & Networking

08:30 – 09:15


Headline Sponsor

Welcome

Conference Chair

Tony Allen

CEO - Allen Apprenticeships and Skills


Headline Sponsor

The New Digital Apprenticeship Service

(DAS), Apprenticeship Fees, Funding, Levy

and Digital Vouchers

Una Bennett

Deputy Director – Funding Mechanism

At Skills Funding Agency

09:20 – 09:4014th July The Welcome Centre Coventry

Headline Sponsor

The Apprenticeship Levy

and the

Digital Apprenticeship Service

Una Bennett

Deputy Director - Funding Mechanism

Key changes for providers

• New apprenticeships funding model using

price bands and a simpler funding model

• Expected to move to financial year funding

for all employers

• New register of apprenticeship training

providers

• New contracting model for providers

covering levy and non levy paying

employers

Employer (levy) commitment

and contracting

TRIGGER: The digital

apprenticeship

service is

launched

1.1

Employer

registration

1.2

Search and

Select

1.3

Commit levy

funds

1.4

Agree

contracts

OUTPUT:Levy commitment is

recorded in the digital

apprenticeship service

and appropriate

contracts are in place.

Start Outcome

6April 2017 -

HMRC begins

collecting the

apprenticeship levy

from employers

who contribute.

Digital

apprenticeship

service goes live.

Digital

apprenticeship

service registration

will verify the

identity of an

employer. The

employer registers

to create a digital

apprenticeship

service account.

The employer

verifies & links

PAYE scheme(s) to

their account. The

employer can view

their levy account

balance.

The SFA

maintains a

library of

apprenticeship

standards and a

catalogue of

providers’ course

offerings to help

employers

search and select

the right standard

and provider.

The SFA

provides a

‘recruit an

apprenticeship’

service for

employers.

The employer and

provider agree a

price and the

employer records

the details of the

‘deal’ in the digital

apprenticeship

service initiating

the ‘double-lock’

which will be

confirmed by the

provider via ILR

returns.

The SFA issues

an ancillary

agreement to the

selected provider,

with a schedule

to cover the value

of the deal, or

update the

existing

agreement if this

is not the first

deal.

The provider can

begin delivering

the apprenticeship.

The SFA is able to

manage the

apprenticeship

budget by

monitoring and

forecasting levy

commitment.

Employer (non-Levy) Process

SFA procures non-levy provision

A contract is agreed with providers

Employer and provider agree

deal

Provider submits ILR

SFA pays funding

Employer pays contribution

The SFA invite

and select

those providers

on the register

of apprentice

training

providers to

tender to deliver

co-funded

apprenticeship

education and

skills training.

A contract for

services between

the SFA and the

provider to deliver

non-levy funded

apprenticeship

education and

skills training is

agreed.A non-levied

employer agrees a

deal with an SFA-

approved provider

to deliver

apprenticeship

education and

skills training.

The SFA monitors

the performance of

a provider

delivering non-levy

funded

apprenticeship

education and

skills training

through monthly

ILR submissions.

The SFA

calculates the

funding due to the

provider and

payment is made.

The employer pays

the agreed

contribution.

Delivery and achievement

Trigger: Apprenticeship

Start

3.1

Provider

submits ILR

3.2

Double Lock

1.3

Calculate

funding&

payment

1.4

Achievement

Payment.

End point

assessment if

required

OUTPUT:

Apprenticeship

certification

completed

Start Outcome

A training provider

from the list of pre-

approved training

providers has an

ancillary agreement

in place to provide

training to a levied

employer.

Providers

submit on a

monthly basis

an ILR

containing:

• Start Date

• Employer

• Apprentice

Details

• Learning aim

code

• Agreed price

SFA checks that

the details in the

ILR match with

the details in

digital

apprenticeship

service

The SFA will

calculate the

funding earnt by

the provider.

• SFA pays from

levy at full

value

• SFA pay any

outstanding

balance at co-

funded rate

The provider will

submit evidence

of completion to

the SFA.

The SFA are able

to track

government

funding being

used to pay

providers for

apprenticeship

training.

View the current balanceof your levy and expiringfunds that you might lose

Key funding policy decisions

• Single funding model

• 10% monthly top-up

• Approach to co-investment

• Funding 16-18 year olds

• Funding for additional needs

• Funding for English and maths training

• Incentives

Key funding policy decisions – in discussion

• Level of co-investment

• Approach to funding equivalent and lower

level qualifications

• Transfer of funds between employers

• Setting price bands

Next Steps

Summer 2016

Autumn 2016

By end of 2016

April 2017

SFA publishes provider guide to the levy

Indicative funding details published in full

Digital apprenticeship service search and select opens

Recruit an apprentice service opens

BIS/DfE publishfinal funding rates

SFA publishes draft funding rules

Register of apprentice training providers opens for applications

SFA publish final funding rules

Full set of final funding guidelines published

Access my levy service opens

New funding model live

Access my levy - screenshot



Questions

[email protected]

THANK YOU

Una Bennett


Headline Sponsor

Standards – For Employers, Providers

& Others on the Reforms

Bhavena Patel

Senior Relationship Manager

National Apprenticeship Service

Skills Funding Agency


Headline Sponsor

Welcome

Apprenticeship reformsSkills Funding Agency

Date 14th July 2016Speaker Bhavena Patel

• Boosting our nation’s productivity to maintain and consolidate our economic recovery.

• Raising skill levels through apprenticeships – reaching 3 million starts in 2020.

That is equivalent to more than one apprentice every minute over the next five years

• Putting employers in the driving seat of creating apprenticeships that fully meet their business needs.

• Making sure that apprenticeships are open to all, with a 20% increase in BAME apprentice starts in 2020.

Our Commitment to Reform

Simplicity

Simplifying apprenticeship standards

so that they are shorter and more accessible

Employer driven

Employers designing apprenticeships to make them more responsive to

their needs and the future economy, and controlling

funding

Quality

Improving the quality of apprenticeships so that they are viewed

with the same esteem as University

WHY? Rationale for Reforms

WHAT : Main Elements of Reform

All apprenticeships have an end point assessment and include grading

Ensuring that apprentices are signed off as fully competent at the end of

their apprenticeship

All apprenticeships must last at least 12 months

Give employers greater control over funding

Employer-led Trailblazers designing apprenticeships

Giving employers the opportunity to set the skills, knowledge and behaviours you need. Aligned to professional recognition

where appropriate.

Short, concise standards replace long, complex frameworks

Providing a clear and attractive ‘shop window’ for parents, apprentices and businesses

Continuing to drive up the quality of apprenticeships

Enabling employers to be intelligent customers, getting the training they

want and driving up quality

HOW: Delivery so far

• 100 ‘ready to deliver’ –standard and assessment plan approved, funding Cap allocated

• Over 158 standards in development

• Over 1400 businesses in over 100 sectors involved

• 228 standards published so far

• Around 40% of standards so far are for Higher and Degree apprenticeships

Standards developed/in development so far

HOW: Delivery so far

• 400 starts in 2014/15 across nine standards• Increasing number of starts on standards going forward - 700

starts in the first quarter of 2015/16

Costing template (if

needed)

Trailblazer forms & submits expression of interest

Trailblazer writes new standard

Assessment Plan

Approved by Gov’t

Approved by Gov’t

Approved & funding band

allocated

Register of Assessment

Organisations

Online Consultation

Online Consultation

Online Consultation

Delivery

HOW: Trailblazers design standards and assessments

Monthly submission dates and regular publication on direct.gov

• We envisage a migration from apprenticeship frameworks to standards over the course of the Parliament, with as much of this to take place by 2017/18 as possible

• Dual running in the interim, with potential switch off of some frameworks/pathways earlier

• Notice was given to withdraw the first seven frameworks in March 16 - these frameworks with be closed to new apprenticeship starts from 1 June 2016.

WHEN: Transitional arrangements

• Designed and written by employers

• Clear and concise, typically no more than two pages long

• Includes: occupation title, occupational profile, ‘knowledge, skills and behaviours,’ typical duration, any mandatory qualifications, entry requirements, professional recognition, level, review date

• English and mathematics minimum requirements

• Minimum 12 months duration – some standards may have longer minimum

• Core and options may be presented

Standards

Standards - examples

A short document (we recommend a maximum of 10 pages) which:• Outlines how the Apprenticeship is being assessed. • Clarifies roles and responsibilities - of the Apprentice, the Employer and the

Assessment Organisation.

A Good Assessment Plan willo Focus on describing the end point assessment (It should only briefly describe what

on-programme elements – which can only be recommended)

o assess the Apprentice in a holistic way, across the standard, to ensure they are fully competent.

o deliver rigorous, high quality, assessments to maintain standards over time.

o ensure that the Apprentice is assessed fairly in an independent and impartial way.

o allow each employer the freedom to decide who undertakes the assessment

What is an Assessment Plan?

• Assessment plans – what will be assessed, how and by whom

• Synoptic, end-point assessment, using a range of methods

• Grading – usually two levels

• Independent and consistent

• Provide detail on Quality Assurance arrangements for the end point assessment

• Some plans include an ‘occupational brief’ or ‘detailed standard’ as an appendix – these are to support effective delivery and curriculum development where needed.

Assessment Plans

Potential methods of end-point assessment:

• Practical assessments.

• A viva to assess theoretical or technical knowledge or discuss how the apprentice approached the practical assessment and their reasoning

• Production of a project

• A portfolio of work

• Observational assessment

• Written and multiple choice test

• Virtual assessment, such as online tests or video evidence as appropriate to the content

Assessment plans

Food safety L2

Multiple choice/short answer exam

Gateway to end point

Butcher Level 2 End-point Assessment

H&S food supply L2

Knife skills L2

English/maths L1

Log book

Butchery practical assessment

Vocational competence discussion using log book

Excellence

Pass

Fail

https://www.gov.uk/government/publications/apprenticeship-standard-butchery

https://www.gov.uk/government/publications/apprenticeship-standard-butchery

Induction

Portfolio – real work activity collated towards the end of the apprenticeship

Gateway to end point

Financial Services Customer Adviser L2 - End-point Assessment

Develops S,K,Bs -BAU

Quals – not mandatory

Regular Performance monitoring -

Professional Discussion

Distinction

Pass

Fail

https://www.gov.uk/government/publications/apprenticeship-standard-financial-services-customer-adviser

English/Maths L1

https://www.gov.uk/government/publications/apprenticeship-standard-financial-services-customer-adviser

• Employers in the driving seat – ensuring the apprenticeship really represents the job. So employers get effective employees and apprentices get more relevant transferrable skills for a career

• Occupation specific – this is a key selling point for employers – they do not just have use a generic standard, but can have a bespoke standard for their sector and job role

• Simplified apprenticeship standards – easy ‘shop-front’ for all stakeholders to understand what the apprenticeship is about (unlike length frameworks)

• Increased flexibility for training delivery

Benefits

• Our main hub page on apprenticeship reforms updated with all of the latest information:https://www.gov.uk/government/collections/apprenticeship-changes

• Published standards and those in development:https://www.gov.uk/government/collections/apprenticeship-standardshttps://www.gov.uk/government/publications/apprenticeship-standards-in-development

• Guidance for developers of standards:https://www.gov.uk/government/publications/future-of-apprenticeships-in-england-guidance-for-trailblazers

• Easy reference listing of all standards:https://www.gov.uk/government/publications/apprenticeship-standards-list-of-occupations-available

• Online survey for feedback on EOIs, standards and assessments plans:https://www.gov.uk/government/publications/apprenticeship-standards-changes-to-the-process-for-approvals

More Information

https://www.gov.uk/government/collections/apprenticeship-changes

https://www.gov.uk/government/collections/apprenticeship-standards

https://www.gov.uk/government/publications/apprenticeship-standards-in-development

https://www.gov.uk/government/publications/future-of-apprenticeships-in-england-guidance-for-trailblazers

https://www.gov.uk/government/publications/apprenticeship-standards-list-of-occupations-available

https://www.gov.uk/government/publications/apprenticeship-standards-changes-to-the-process-for-approvals

THANK YOU

Bhavena Patel


Headline Sponsor

Q & A Session

Chaired by Tony Allen

10:00 – 10:15


Headline Sponsor

End Point Assessment

How will end point assessment work with the

Apprenticeship Levy

What does this mean to Businesses

& Training Organisations

Hilary Read – CEO Read Publications

10:00 – 10:15


Headline Sponsor

Coffee Break

10:45 – 11:15


Headline Sponsor

The Business View Point Apprenticeship Levy:

What it means to Businesses

Cassandra Macdonald

Head of Accountancy &

Professional Services Apprenticeships Kalplan

11:15 – 11:30


Headline Sponsor

Jo Bradford

National Qualifications Manager at

Compass Group

11:30 – 11:45


Headline Sponsor

Apprenticeship Levy

• How it will affect our business

• What we are focussing on to make it work

• How we are making sure we are ready for April 2017

Apprenticeship Levy

Who We Are

52%

13%

10%

15%

10%

Business and Industry Healthcare and Senior

Education Sports and Leisure

Defence, Offshore and Remote

Who We Are

Our Clients

How Will it Affect CGUK

• CGUK & Ireland are supporting the levy

• Help to increase our numbers; it’s more of what we do

• Get the business’s attention

• Budgeting & workforce development activities NOW

• A rough calculation of the levy charge

• 3% of the workforce will optimise the Levy

• Sectors have been set their targets

• Educating business to understand the mechanism

Launched The 1500

campaign as part of

NAW2016

• Enhanced marketing

• School leavers into chef roles

• Current workforce

• Quality programmes

Making the Levy Work

Strategic Provider Partnerships

Levy Ready

Barista Mastery Journey

•3m On Boarding• Buddy with level 2 barista

Barista

Trainee

•12m intermediate apprenticeship in Customer Service

• Introduction to Coffee

• Barista Skills: Foundation

• Brewing Skills: Foundation

Barista

Foundation •12m intermediate apprenticeship in Team Leading

• Barista Skills: Intermediate

• Brewing Skills: Intermediate

Senior Barista

Intermediate

•12m advanced adv. L’ship & Management

• Barista Skills: Professional

• Brewing Skills: Professional

• Green Coffee: Fdn/Int

• Sensory Skills: Fdn//Int

• Roasting: Fdn/Int

Head Barista

Diploma

3-4 year Barista Development Programme

Redirecting L&D Spend

Levy Ready

(Non) Qualification Route:

Supervisor Passport

Qualification Route:

Team Leader Apprenticeship

Two Routes for Team Leaders

• Team Leader

• Supervisor

• Controller

• Lead Steward

• Sous Chef

• Technical Team Leader

Non Qualification Route:

Accelerate

Qualification Route:

Leadership & Management

Two Routes for Unit/ Middle

Management

• Asst. Manager

• BDM

• Chef Manager

• Contract Manager

• Head Chef

• Area Manager

• Quality Auditer

• Unit Manager

• Finance Manager

• Category Buyer

Summary

• We are getting ‘Levy ready’

• Forecast some obstacles along the way

• Provider rush

• Age profile of CGUK

• Competition – 26 providers

• Hours

• Success rates

Budgeting & workforce development

activities need to happen NOW

THANK YOU

Jo Bradford


Headline Sponsor

Q & A Session


11:45


Headline Sponsor

Lunch & Networking

12:00 – 13:25


Headline Sponsor

How the Apprenticeship Levy works for

Smart Assessor

13:25 – 13:40


Headline Sponsor

How the Apprenticeship Levy will work

for a College & Training Provider

John LaramyPrincipal Exeter College

13:40 – 13:55


Headline Sponsor

How the Apprenticeship Levy will work

for a College & Training Provider

Beej KaczmarczkDirector Learning Curve

13:55 – 14:10


Headline Sponsor

Q & A Session


15:10 – 15:25


Headline Sponsor

Coffee Break

15:25 – 15:55


Headline Sponsor

Carl Lomas MBE

Chairman of the Institute of Couriers

15:55 – 16:10


Headline Sponsor

Apprenticeship Levy how it will work

for the Charity & Manufacturing Sectors

Anjelica FinneganSenior Policy and Public Affairs Officer

at Charity Finance Group


Headline Sponsor

Q & A Session


16:25 – 16:35


Headline Sponsor

CASE STUDY

Kirklees Council

Martin Green

Deputy Assistant Director

16:35 – 16:45


Headline Sponsor

CASE STUDY

KPMG

Derrick Jones

National Director Education Advisory Services

16:45 – 16:55


Headline Sponsor

Closing Remarks

Tony Allen

16:55 – 17:00


Headline Sponsor

THANK YOU

Have a safe journey home

We look forward to

seeing you next year!


Headline Sponsor