Funding CSV Report
Bud’s Funding CSV Report includes comprehensive funding details for all learners associated with their training provider. This report includes essential fields such as apprentice names, funding amounts, program details, and employer contributions. Accessible from the ‘Bulk Upload’ area under the admin menu, users can easily download and analyze the data to manage funding efficiently.
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 |