ila scotland seminar introduction purpose of seminar

ILA Scotland seminarIntroduction

Purpose of Seminar

To set out for learning providers the keyelements of the new ILA scheme:

• what are the aims and objectives• what are the scheme’s key features• how will it work

Purpose of Seminar

To explain how learning providers can

participate:

• standards and requirements• registration process• payments process

Purpose of Seminar

To encourage learning providers to

participate:

• understand fully what is involved• recognise benefits of participation• address queries and concerns

• clarify next steps

ILA1 - Lessons Learned

Positive outcomes from ILA1

• very popular with learners• stimulated new learning• practical benefits for learners• fostered more positive attitudes to learning• accessible • new business opportunity for providers

ILA1 – Lessons Learned

• rigorous quality assurance• robust processes, systems & controls• clear comprehensive rules & guidance • improved monitoring and support• more targeted scheme • integrated approach to delivery• robust quality framework• clear unambiguous basis for participation• sustainability and quality improvement

ILA Scotland Overview

ILA Scotland Overview

• Policy context

• Aims and objectives

• Key features of the new scheme

• Delivery partner roles

ILA Scotland Overview

Policy Context

• Lifelong Learning Strategy• Partnership Agreement commitment• Minister sets out new scheme to parliament• New ILA Regulations in place• Launch to learners in summer 2004

ILA Scotland Overview

Policy Context – UK wide

• no ILA successor scheme in England • ILA Wales launched summer 2003

ILA Scotland Overview

Aims and objectives

• widen participation in adult learning• introduce new learners to adult learning• encourage learners to invest in and take

ownership of their own learning

ILA Scotland Overview

Aims and objectives

• prioritise the needs of certain learner groups• encourage more learning progression

• support the development of a quality learning provider base in Scotland

ILA Scotland Overview

Aims and objectives

• ensure a good quality learning experience for all learners

• target funding more effectively, focusing on low-income learners

• improve active account usage

ILA Scotland Overview

Key features of the new scheme

• target audience• low income (from summer 2004)• less than £15k individual income per year• includes individuals on passported benefits• low income plus ‘universal’ (from spring 2005)• phased approach

ILA Scotland Overview

Key features of the new scheme

• funding• individual contribution by all learners• minimum individual contribution of £10 per learning

episode • ILA funding of up to £200 per year for low income

learners• ILA funding of up to £100 per year for ‘universal’ learners

ILA Scotland Overview

Key features of the new scheme

• types of ‘eligible learning’• for low income learners, a wide range of eligible

learning• no general requirement for courses leading to

qualifications • ICT courses leading to qualifications or recognised

certification up to SCQF Level 5 (SVQ Level 2)

ILA Scotland Overview

Key features of the new scheme

• types of ‘eligible learning’• for ‘universal’ learners (from 2005) focus is on ICT

courses, leading to qualifications or recognised certification up to SCQF Level 5 (SVQ Level 2)

ILA Scotland Overview

Key features of the new scheme

• marketing and communications• learning provider information and promotion • working with key intermediaries pre and post-launch• learner launch for low income offer in summer 2004 • proactive marketing tailored to target audience

ILA Scotland Overview

Key features of the new scheme

• marketing and communications• clear comprehensive information and guidance for

learners• ongoing communications and support during the scheme

for learners, learning providers and intermediaries

ILA Scotland Overview

Delivery partnership: SAAS and SUfI

• SAAS role:• application processing• income assessment• learner account management• booking of learning

• payments to learning providers

ILA Scotland Overview

Delivery partnership: SAAS and SUfI

• SUfI role:• marketing and promotion• information and guidance• learning provider and course registration• learner tracking

• learning provider monitoring

The ILA Scotland Experience

Learner

Learner hears about ILA Scotland

Learner calls ILA Scotland helpline

ILA Scotland sends application

Learner

Learner completes application

ILA Scotland reviews

applicationILA Scotland

sends guidance on use of funds

Learner

Learner selects course

Learner books course with

learning provider

Learner gives provider his/her account number

Learner

Learning provider inputs details of

learner

Learning provider requests funds are reserved

ILA Scotland confirms to

learner

Learner

ILA Scotland sends unique

token to learnerILA Scotland confirms on

provider record

Learner starts the course

Learner

Learner pays minimum £10 (if not already paid)

Learner gives provider unique Learning Token

Learning provider enters token on

website

Learner

Learning provider requests payment

ILA Scotland verifies token

ILA Scotland makes payment

to provider

Provider – Getting Started

Invitation to seminar

Attend seminar

Uplift application pack

Provider - Application

Complete application pack

Provide supporting

documentation

Sign and return agreements

Provider – Learning Opportunities

Provide PROMT on-line tool

Review learning opportunities vs

DEL

Submit learning opportunities

Approve application

Approve learning opportunities

Await Active ILA Scotland status

Provider – Learning Opportunities

Provider - Registration

Confirm ILA Scotland account

Award active ILA Scotland status

Publish learning opportunities

Payment Process

Process Requirements

• Complete registration process (LPRA and LPPA)

• Access Learning Provider secure services on ILA Scotland web channel

• Submit booking details for learners

• Submit Learning Token for bookings

Step 1

Step 2

Step 3

Step 4

Payments

• All payments made via BACS

• Payments made on 1st of the month

• Payments made at least 31 days after learning token submitted

Services available

• Password maintenance

• Create web user account

• Maintain web user account

• Request bookings

• Confirmation of bookings

• Cancellation of bookings

Services available

Reports (content)

• All bookings can be viewed on-line• All confirmation of bookings (Learning

Token submissions) can be viewed on-line

• All booking cancellations can be viewed on-line

• All payment statements can be viewed on-line

Reports (format)

• Varied search criteria, e.g. date, course

• Can be printed and saved as required

Additional Features

• Create web sub-users

• Immediate feedback on incorrect submissions

Help

• A step-by-step userguide will be issued to the nominated person on the LPPA

• An ILA Scotland support will be available for these secure services

Learner enrolswith learning

provider*

Learner startslearning**

Learning provider bookslearners enrolment onILA Scotland system**

Learning providerconfirms start oflearning on ILA

Scotland system

ILA Scotland grantpaid to learning

provider

within 45 days(Operational Rule No.16)

within 45 days(Operational Rule No. 21)

on 1st of month, at least 31 days after start of learning confirmed

on system

wth

in 1

80 d

ays

(Ope

ratio

nal R

ule

No.

18)

Transaction Time Limits

N.B. * The Learner does not have to hold a valid ILA Scotland membership number on date of enrolment. ** The Learner must have a valid ILA Scotland membership at this point.

Transaction times

• Learner enrols with provider• No more than 45 days later

Provider books learner on ILA Scotland system• No more than 180 days later

Learning starts• No more than 45 days later

Learning Token is entered on the ILA Scotlandsystem

• At least 31 days after Learning Token enteredPayment released to provider

Operational Rules and Guidelines

Operational Rules and Guidelines

Aim is to:

• support a quality learning provider base• ensure a quality learning experience for all

learners

• deliver a robust and sustainable scheme

Operational Rules and Guidelines

ILA1 lessons learned

• lack of clarity in rules, guidance and contractual basis

• requirements not fully set out prior to start

• inconsistent advice on queries and concerns

Operational Rules and Guidelines

ILA Scotland

• set out clear unambiguous and comprehensive rules and guidance

• establish clear contractual basis for participation (LPRA and LPPA)

• provide a robust basis for action if required

Operational Rules and Guidelines

ILA Scotland

• building on the detailed lessons of ILA1• informed by road-testing with providers• clear consistent focus for queries

• integrated approach to managing complaints

Operational Rules and Guidelines

Clear rules and guidance for:

• learning providers• learners• intermediaries

Operational Rules and Guidelines

What is covered?

• registration and booking requirements• payment of contributions• discounts• modular courses

Operational Rules and Guidelines

What is covered?

• VAT

• start of learning

• value for money

• audit and compliance requirements

• quality guidelines

• marketing guidelines

Operational Rules and Guidelines

Definition of Eligible Learning (DEL)

• definition for low income offer excludes:• full-time HE and advanced professional qualifications • learning re statutory requirements, e.g. health and safety• work-related training, e.g. training for ‘core duties’• adult literacy and numeracy courses• driving lessons (Cat A or B)• leisure or sports activities not leading to a recognised

qualification

Operational Rules and Guidelines

Definition of Eligible Learning (DEL)

• definition for universal offer limited to:• ICT courses leading to qualifications/certification up to

and including SCQF Level 5 (SVQ Level 2)

• covers any training related to computer hardware, software and/or associated communications media such as the Internet

Operational Rules and Guidelines

Transaction time limits

• enrolment with learning provider• booking learner on ILA system• confirming start of learning• payment of ILA Scotland grant

Operational Rules and Guidelines

Quality guidelines

• quality standards• compliance with rules and guidelines• quality of learning - learner focus• quality enhancement

Operational Rules and Guidelines

Marketing guidelines

• quality in communicating with learners

• providers crucially important to marketing success

• must maintain scheme integrity

• clear and consistent messages

• generic materials available to providers

Operational Rules and Guidelines

Marketing guidelines

• guidance on use of ILA Scotland logo

• marketing materials to be approved

• core scheme and provider details to be included

• clear guidance on direct marketing activity

• sets out what is not acceptable

• single consistent contact point for queries

Provider Registration

Return Application

Details Complete?No

Yes

Definerequirements

Completeapplication &return to ILA

Scotland

Key documents: LPRA - Learning Provider Registration AgreementLPPA – Learning Provider Payment Agreement

SUfI

Provider

SAAS

Learners

Process Application

Verify Quality StandardsFinancial Details

No

Yes

Not Approved

Inform ProviderRegistered asILA Scotland

provider

Confirm withprovider

Advise SAAS

Open ILASprovider account

Approve learningopportunities

Setup for Learning Opportunities

LOD Guidelines toprovider

Create Key Contactaccount for online data

entry

Emailconfirmation to

Key Contact

Key contact registersauthorised

administrators

Enter Learning Opportunities

Online or XML dataentry?

Online XML

PROM ToolOnline entry ofopportunities

LOD entries inprogress

Provider dataset

Convert tospecified XML

format

Authorisedadmininstrator enters

opportunities

All data complete?No

Email advice

PROM Tool

• Online access• Secured login• Auto-update• ‘Office’ like user interface

Process Opportunities

LOD entries inprogress

Email notice toprovider admin

Apply classification

Apply DEL

OK

No

No

Definition of Eligible Learning

• First Aid Training/Health and Safety Training: Training which is a statutory requirement of an individual’s employment would NOT attract ILA Scotland incentives.

• Aromatherapy or art training: Given as a reward by the employer e.g. for the employee of the month would NOT attract ILA Scotland incentives.

• Training in MS Office 2003 : If required to improve staff skills following introduction of new software by the employer would NOT attract ILA Scotland incentives

• Outward Bound type courses : Participation in which is aimed to improve team building or personal soft skills would NOT attract incentives.

What will NOT attract ILA Scotland incentives

Approve for publishing

Email notice toprovider admin

LOD entriesstaged forpublishing

Approve for publishing

Approved?No

Yes

Email advice toILA Scotland

Publish Opportunities

Update topublic database

Available forpublic view

Process complete

Email advice toSAAS

SAAS LearningOpportunities

update

Compliance Monitoring

Learner undertakes

learning

Learnercompletes

course

Learner providesfeedback

Learner applies for

learning

Monitoring

Learner Registration? Learning Booking?

Complaints? Learner Feedback?Mystery Shopping?

Inspection? Audit? Investigation? Review? Improvement?

Booking Patterns? Payment Patterns? Progression Patterns?

Audit/Inspection OutcomesAudit Results and Non Compliance Resolution

Grade Findings Result Action

A Exceeds expectations (no non conformances)

PASS Maintain registration

B Meets expectations (some minor non conformances)

C Below expectations (numerous minor non conformances)

PASS - conditional

Must remedy problems by agreed date to maintain registration.

D Unacceptable – some major non conformances

Issue warning Limit trading. Remedy problems by agreed date to avoid suspension.

E Unacceptable – numerous major or illegal non conformances

Immediate de-registration

Cease trading immediately.

Next Steps

Next steps pre-launch

Learner LaunchToday

Complete/Return LPRA / LPPA

Setup PROMT

Provide Learning

Opportunities Info

Review Learning

Opportunities

Approve for Publishing

Confirm ILA Provider Account

Approved for Launch

Confirm ILA Provider Status

Next steps post-launch

Learner Launch

Contact Centre Responds to

Enquiries

Ministerial Launch

Learner Gets Application

Pack

National Marketing Campaign

Begins

Learner Books

Learning

Learner Starts

Learning

Learner Completes Learning

Learner Gets ILA Scotland

Account

Provider Gets Paid

Contact Points:

• Helpline: 0141 285 6104

• Website: www.ilascotland.org.uk

ILA Scotland