Funding CSV Report
The Funding CSV report can be downloaded from the 'Bulk Upload' area of Bud, which can be found under the admin menu.
User Role
- ILR Administrator
- General Administrator
- Compliance Administrator
How to: Use the Funding .CSV Report
If you have the appropriate user permissions you will see the 'Funding' tab, with the option 'Download' the funding report as shown below:
This report will extract details of all learners funding information for a training provider. The fields included within the report are detailed below:
|
Field |
Description |
|
Company Name |
Name for the Invoice |
|
Company Address Line 1 |
Address line 1 for the Invoice. NB this may be different to the placement address |
|
Company Address Line 2 |
Address line 2 for the Invoice. |
|
Company Address Line 3 |
Address line 3 for the Invoice. |
|
Company Address Postcode |
Postcode for the Invoice |
|
Contact Name |
Name of contact for invoice |
|
Contact Phone |
Phone number of the contact |
|
Email Address |
E-mail address to issue the invoice |
|
Apprentice Name |
Name of the apprentice |
|
Apprentice ULN |
ULN of the apprentice |
|
Funding Signed |
Date / Time that the funding was signed off |
|
Levy Funded |
Yes / No flag to indicate if the apprentice is going to be funded by the levy pot |
|
Programme Name |
Name of the programme that the apprentice is on |
|
Programme Level |
Level of the programme |
|
Apprenticeship Start Date |
Start Date of the apprenticeship |
|
Apprenticeship End Date |
End date of the apprenticeship |
|
Total Programme Cost |
Total cost of the training for a given apprentice, factoring in prior learning |
|
Total Agreed Training Price |
Value of training for the individual applicant |
|
Total End Point Assessment (EPA) Costs |
Cost of Assessment, only applicable to Standards |
|
Prior Learning Discount |
Value of prior learning which will be deducted from the Total Agreed Training Price |
|
Maximum Band |
Maximum band for the Programme |
|
Employer Co-Invest Training Value |
How much the employer will be co-investing for training, if the apprentice is not Fully Funded, or Levy Funded, calculated as 10% of the Total Apprenticeship Training Cost or Maximum Band, whichever is lower |
|
Employer Co-Invest EPA Value |
How much the employer will be co-investing for the EPA, if the apprentice is not Fully Funded, or Levy Funded, calculated as 10% of the EPA Cost |
|
Additional Employer Cost |
Additional cost of the apprenticeship, over and above the maximum band, paid entirely by the employer |
|
Total Employer Training Contribution |
Total Value that the employer has to contribute |
|
VAT on Employer Training Contribution |
Amount of VAT to be charged on the employer contribution |
|
Total Employer Cost |
Total Amount the employer is contributing, calculated as Total Employer Training Cost Contribution + VAT |
|
Young Persons Allowance |
Yes / No flag to indicate if the apprentice is eligible for the young persons allowance |
|
Number of Payments |
Number of payments the cost is going to be spread over |
|
Date |
Date a payment is due - repeating field for every payment |
|
Payment Due |
Value of payment - repeating field for every payment |
|
Young Persons Allowance Training Provider Date 1 |
Date the first Young Persons Allowance payment will be received |
|
Young Persons Allowance Training Provider Value 1 |
Value of the first Young Persons Allowance payment |
|
Young Persons Allowance Training Provider Date 2 |
Date the second Young Persons Allowance payment will be received |
|
Young Persons Allowance Training Provider Value 2 |
Value of the second Young Persons Allowance payment |
|
Young Persons Allowance Employer Date 1 |
Date the first Young Persons Allowance payment will be made to an employer |
|
Young Persons Allowance Employer Value 1 |
Value of the first Young Persons Allowance payment to the employer |
|
Young Persons Allowance Employer Date 2 |
Date the second Young Persons Allowance payment will be made to an employer |
|
Young Persons Allowance Employer Value 2 |
Value of the second Young Persons Allowance payment to the employer |