Presentations Apprenticeship Levy Conference 27th October

Are You Prepared For The
Apprenticeship Levy
Follow us on Twitter: @App4England #App4England
Headline Sponsor
WELCOME
WiFi Code: PTHJJ-DBZUO

Registration & Networking 08:30 – 09:15
Conference, Welcome Chair – Tony Allen 09:15 – 09:25
Latest Updates from SFA – SFA Standards Bhavena Patel 09:25 – 09:40
SFA Implementation – Una Bennett 09:40 – 10:05
SFA Roto RoATP – Una Bennett 10:05 – 10:25
Q & A Session – Tony Allen 10:25 – 10:55
Coffee Break 10:55 – 11:25
Head of Apprenticeships – Mike Thompson – Barclays 11:25 – 11:40
CEO Cosign – Martyn Price OBE 11:40 – 11:55
CACHE – Julie Hyde 11:55 – 12:10
Creative Learning Process – Roger Francis 12:10 – 12:25
Lunch Break 12:45 – 13:45

Registration & Networking
08:30 – 09:15
27th October The Welcome Centre Coventry
Headline Sponsor

Welcome
Conference Chair
Tony Allen
CEO - Allen Apprenticeships and Skills
Headline Sponsor

Engaging with New Standards
Bhavena Patel
Senior Relationship Manager
National Apprenticeship Service
Skills Funding Agency
09:25 – 09:40
Headline Sponsor

Engaging With New Standards
Bhavena Patel
Senior Relationship Manager

7 | Presentation title
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

Apprenticeship Standards
00/00/2013
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
Alignment to professional registration
Employer-led Trailblazers designing
apprenticeships
Giving employers the opportunity
to set the skills, knowledge and
behaviours they need.
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
Ensuring apprentices gain
professional registration
where applicable

Trailblazers development process
Trailblazer
forms &
submits
proposals
to develop
standard
Trailblazer
writes new
standard
Trailblazer
writes end
point
assessment
Plan
Approved
by Gov’t
Approved
by Gov’t
Approved &
funding band
allocated
Register of
Assessment
Organisation
opens for
applications
to conduct
end point
assessment
Online
Consultation
Online
Consultation
Online
Consultation
Delivery
Monthly submission dates and regular publication on direct.gov
Online
application

Approved for Delivery so far
• Over 1400 businesses in
over 100 sectors involved
• 146 ‘approved for delivery’
• Over 2500 starts so far
• Around 30% of standards
so far are for Higher and
Degree apprenticeships
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How it works: Butcher Level 2 End Point Assessment
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Multiple choice/short answer
exam
Gateway to end
point
Butchery practical assessment
Vocational competence
discussion using log book
Excellence
Pass
Fail
https://www.gov.uk/government/publications/appr
enticeship-standard-butchery
Food
safety L2
H&S food
supply L2
Knife skills
L2
English/
maths L1 E
Log book

Insert presentation title here 00/00/2012
12
Induction
Project – 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/ap
prenticeship-standard-financial-services-
customer-adviser
English/
Maths L1

Insert presentation title here 00/00/2012
13
List of apprenticeship standards

Transition from Frameworks to Standards
• Migration from apprenticeship frameworks to standards will
continue over the course of the Parliament, with as much of
this to take place by 2017/18 as possible.
• Dual running in the interim but notice was given to withdraw
the first batch of frameworks in March 2016 - these were
closed to new starts from 1 June 2016.
 In May 2016 we announced the second batch of
frameworks to be withdrawn to new starts from 1 December
2016
 We are currently considering further frameworks to be
withdrawn on 1 May 2017 and 1 October 2017.
00/00/2013

15
Starts and ambitions
• Fastest growing part of the apprenticeship
programme
• Of the 246 standards published so far, over
60 are higher and degree apprenticeships
• Over 100 companies working with over 20
universities and several colleges to develop
Degree apprenticeships.
• 40 HEIs currently contracted to deliver
degree apprenticeships
• 9,200 starts achieved in 2013/14 – still only
accounted for 2% of the apprenticeship
programme
• 7,500 starts achieved since September 14 -
expecting to comfortably achieve the target
of 20,000 starts over 2013/14 and 2014/15
• Government committed to growing degree
apprenticeships
Higher and Degree Apprenticeships
Journey so far:

Degree Standards
Wide range of degree standards:
• Aerospace Engineer
• Aerospace Software Developer Engineer
• Building Services Engineering Site
Manager
• Chartered Legal Executive
• Chartered Manager
• Chartered Surveyor
• Civil Engineering Site Manager
• Construction Design Manager
• Construction Quantity Surveyor
Construction Site Manager
• Control / Technical Support Engineer
• Digital and Technology Solutions
Professional
• Electrical/Electronic Technical Support
Engineer
• Embedded Electronic Systems Design &
Development Engineer
• FE Lead Teacher (in development)
• Manufacturing Engineer
• Manufacturing Engineer
• Non-destructive testing Engineer (in
development)
• Nuclear Scientist & Engineer
• Nurse (in development)
• Outside Broadcast Engineer
• Power Engineer
• Product Design and Development
Engineer
• Public Relations Consultant
• Relationship Manager (Banking)
• Systems Engineer

Universities who can offer degree apprenticeships
17
• Anglia Ruskin University
• Aston University
• Birmingham City University
• Bishop Grosseteste University
• Birmingham City University
• Bishop University
• Coventry University
• De Montford University
• Harper Adams University
• Leeds Trinity University
• Liverpool John Moores University
• Manchester Metropolitan University
• Middlesex University
• Nottingham Trent University
• Plymouth University
• Queen Mary University of London
• Royal Agricultural University
• Sheffield Hallam University
• Teesside University
• The Open University
• The University of Essex
• The University of West London
• The University of Wolverhampton
• University of Bolton
• University of Brighton
• University of Central Lancashire
• University of Chester
• University of Cumbria
• University of Derby
• University of East London
• University of Gloucestershire
• University of Greenwich
• University of Hertfordshire
• University of Northumbria
• University of Portsmouth
• University of Salford
• University of Sheffield
• University of Sunderland
• University of Winchester

What will employers need to do?
Existing apprentice employers can review the standards
available and in development and establish:
• Which of these would fit within their business roles?
• Which would replace the current frameworks delivered?
• Which new areas of delivery they can introduce to their business?
• Where the gaps are and therefore need to be developed?
Start talking to their providers:
• What would delivery look like for them now?
• Consider if they can deliver any of this themselves?
• What services would they need from their providers
• Ask for a costing plan to deliver new standard?
• Ask if they have accessed the Education & Training Foundation support?
00/00/2013

ApprovedforDeliveryStandardPublished
assessmentplanin
development
Standardindevelopment
Health Sector
27 Sept 2016
Clinical Finance HR / Facilities
Customer Support Management and Other
• Business
Administrato
r L3
• Security First Line
Mgt L3
• Hospitality Mgr L4
• Hospitality
Supervisor L3
• L2Management
Supervisor L3
• Retail Manager L4
• Retail team leader
L3
• HR Consultant/ Partner L5
• HR Support L3
• Facilities Mgt Supervisor L3
• Adv Credit Ctrl / collector L3
• Assistant Accountant L3
• Prof Accountant L7
• Financial Advisor• Nurse
• Pharmacy Service asst.
• Senior Pharmacy Services Asst.
• Dental Hygiene Therapist L6
• Healthcare science practitioner
• Ophthalmic Technician
• Pharmacy Assistant
• Senior Pharmacy Assistant
• Rehabilitation Worker (Visual
Impairment)
• Bookkeper
• Hr Advisor
• PR Assistant
• PR Consultant
• IT Support
• Payroll Administrator
• Senior/head of facilities
Mgt
• Customer Experience
Specialist
• Dental Nurse L3
• Dental Lab Asst. L3
• Dental Lab Tech L5
• Dental Practice Mgr. L4
• Healthcare Science Asst.
L4 HC
• Support worker L2
• HC Asst. Practitioner L5
• HC Science Associate L2
• Chartered Mgt Degree L6
• Operations/department
Manager (L5)
• Team Leader /Supervisor
(L3)
• Retailer
• Hospitality Team Member
• Ass Project Manager L4
• Network Engineer L4
• Data Analyst L4
• Digital Marketer L3
• Infrastructure technician
L3
• Property Maintenance
Operative (L2)
• Financial Services Administrator L3
• FS Customer Adviser L 2
• Senior FS Customer Adviser L 3
• Credit controller/collector
• Prof Accounting / Taxation Tech L4
• Associate Ambulance Practitioner
L4
• Senior HC Support Worker L3
• Customer Service
Practitioner L 2

How to develop new standards?
• Identify occupation?
• Check list of apprenticeship standards to ensure not
in development already
• If not covered, get together with employer
representatives of the sector (small and large) and
send in a proposal to develop new standard.
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Institute for Apprenticeships
• The Institute for Apprenticeships will be an independent
employer-led body that will regulate the quality of
apprenticeships. It will be set up by April 2017 (shadow form
from 2016).
• An independent Chair will lead a small Board of employers,
business leaders and their representatives. The Institute will
approve apprenticeship standards.
• Outline role:
 Approve/reject EOIs, standards and assessment plans
 Provide advice and guidance during their development
 Determine policy on when standards need to be refreshed
or closed
 Advise on funding for each standard
 Overview quality of standards/assessments
00/00/2013

More information
• 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-standards
https://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
00/00/2013

THANK YOU
Bhavena Patel
Headline Sponsor

Una Bennett
Deputy Director – Funding Mechanism
At Skills Funding Agency
SFA Implementation 09:40 – 10:05
Roto RoATP 10:05 – 10:25
Headline Sponsor

Preparing for the apprenticeship
levy: implementation
Una Bennett
Deputy Director, Funding Mechanism
October 2016

What I will cover
• The apprenticeship levy
• Use of levy funds
• Apprenticeship funding including changes
• Contracting arrangements
• Using the digital apprenticeship service

Starts on 6 April 2017, at a rate of
0.5% of pay bill, paid through PAYE
Applies to all UK employers in
all sectors
£15,000 allowance is not a cash
payment
Only 2% of employers will pay
the levy
What is the apprenticeship levy and who pays it?
27

• 10% government top up to monthly funds entering an account
Accessing levy funds to spend on training
• Levy funds will be available through a new digital service on
gov.uk
• First funds appear in account in late May 2017
If 100% of pay bill is in England 100% of levy payment in digital
account
If 80% of pay bill is in England 80% of levy payment in digital
account
How funds in the account will be calculated
28

What about non levy payers? Co-Investment
There are two types of employers who will benefit from government support towards
the cost of their apprenticeships training:
1. Employers who haven’t paid the levy and want to purchase apprenticeship
training from a provider
2. A levy-paying employer who with insufficient funds in their digital account
to pay for the cost of training and assessment they want to purchase
• The government will pay 90% of the costs of training and assessment.
• The employer will be responsible for paying 10% of the costs.
Government 90%
Employer 10%
29

Purchasing training – both groups
Levied employers buying training from May 2017
• Can commit to apprenticeship starts from the beginning of May
• Funds will automatically leave the digital account on a monthly basis
• The cost will be spread over the lifetime of the apprenticeship
• We will hold back 20% of the total cost, to be paid on completion of the
apprenticeship.
Non-levied employers buying training from May 2017
• Continue to make payments direct to providers
• Move onto the digital system at a later date
New funding system comes into effect on 1 May 2017
Apprenticeships started before 1 May will be funded through to completion
according to the existing rules
30

Key changes since August
In August, we published our proposals for apprenticeship funding. Since then, we
have been listening to employers, training providers and other stakeholders to help us
develop our final position. The adjustments we have made will help ensure that the
reforms benefit more employers and apprentices.
Proposals in August Final funding policy
Expiry of digital funds after 18
months
Extended to 24 months – helping employers to
prepare for the new system and to adapt
training programmes
Support for 16-18 year old
apprentices - £1000 payment to
employers and training providers
Retaining the £1000 payments plus extra
government funding to provide a transitional
20% uplift for providers training 16-18 year
olds on a framework. Also applies to 19-24
year olds formerly in care or have a Education
and Health Care plan
Removal of disadvantage uplift Retain a simplified version of current system
for one year to support those from
disadvantaged areas whilst review best way to
support disadvantaged groups 31

Funding bands for frameworks
We will allocate each individual framework pathway to:
• the nearest funding band based on the current rate of funding the government
pays providers for training adult apprentices but with some extra support…
32
16-18 uplift
• Transitional support of 20% of funding band
maximum paid directly to training providers
• Also applies to 19-24 year olds formerly in care
or have Education and Health Care plan
STEM Support
Additional support in
areas of disadvantage
• For all STEM framework pathways we will increase
the current government-funded adult rate by 40% at
Level 2 and 80% at Level 3 and above, and then
allocate these frameworks to the nearest funding
band.
Training providers receive:
• An additional £600 for training an apprentice
from top 10% of deprived areas, £300 for next
10% range and £200 for the next 7% range

Funding bands for standards
Apprenticeship standards are employer-designed and offer employers and apprentices a
more robust and relevant training experience.
Recognised in the funding system by allocating higher funding bands to apprenticeship
standards, relative to equivalent frameworks, where appropriate.
33
Principles
•Lower cost standards should be allocated to the nearest funding band
•Those standards currently assigned to the widest and highest cost funding band will be allocated to a new
band within this range. Taking into account:
•Actual prices employers have negotiated with providers.
•Evidence from Trailblazer employers on the estimated costs eligible apprenticeship training
•The funding bands set for equivalent frameworks
•The level and nature of the training, and consistency across similar types of apprenticeship standard.
Existing apprenticeship standards have been allocated to new funding bands according to
the following principles:

Additional support
16-18 year olds
Government will pay £1,000 to employers,
and a further £1,000 to training providers if
they train a 16-18 year old apprentice
Disadvantaged young people
Government will pay £1,000 to employers,
and a further £1,000 to training providers if
they train 19-24 year olds leaving care or who
have a Local Authority Education and
Healthcare plan
Additional learning support
We will pay training providers up to £150 a
month to support these learners, plus
additional costs based on evidenced need
English and Maths training
To meet minimum standards of English and
maths we will pay training providers £471 for
each of these qualifications (Level 1 and 2)
Small Employers
Employers with fewer than 50 employees will
have 100% of the training and assessment costs
covered when training a 16-18 year old (or 19-24
year old formerly in care or has a Local Authority
Education, Health and Care plan

Funding rules
Cross-border funding
Applying a single test for funding through
the English system: based on whether the
apprentice’s main place of employment is
England.
‘Workplace’ is where the apprentice is
expected to spend the majority of their time
during their apprenticeship.
Prior qualifications
Now and in the future, you can
train any individual to undertake
an apprenticeship at a higher
level than a qualification they
already hold.
From May 2017, an individual
can be funded to undertake an
apprenticeship at the same or
lower level to acquire
substantive new skills
Transferring funding
During 2018 we will introduce means
for employers to transfer up to 10% of
the levy funds to another employer
with a digital account, or to an ATA.
New employer steering group to design
this system so that it meets their needs

Contracts
Once a provider has been selected by an employer to
deliver training to their apprentices, they need to
negotiate costs and ensure contracts are in place so
that the funding can flow.
The costs for any end point assessment will be
included in the total price for the apprenticeship
agreed with the employer. Providers will be required
to pass this agreed amount on to the assessment
organisation selected by the employer.

Working with levy-paying employers
Provider
Employer A
Employer B
(C, D, E …)
Skills
Funding
Agency
Contract
for Service
Provider Agreement
Apprenticeships – employer A
Apprenticeships – employer B (C, D, E…)
All providers need to be listed on the
Register of Apprenticeship Training
Providers
Subcontractor,
if selected
End-point
assessment
organisation
(standards
only)
Payment
contract
Contract
for Service

Working with employers that do not
pay the levy
Provider
Employer
Skills
Funding
Agency Contract for service
Any provider wishing to work with employers who do not pay the levy must:
• be listed on the Register of Apprenticeship Training Providers and
• have successfully completed an invitation to tender to work with employers that do not
pay the levy
Subcontractor,
if selected
Contract
for Service
End point
assessment
organisation
(standards
only)

41
What is the digital apprenticeship service?

42

43

Key milestones 2016
October • Publish funding bands that apply in the new system
• Full set of technical rules that underpin the funding system
• Calculation for English proportion
• Pilot testing with employers
• Register of Apprenticeship Training Providers open
November
December • Further employer guidance from HMRC on how to calculate
and pay the apprenticeship levy

Key milestones 2017 and on
January • Employers to register on the digital apprenticeship service
February
March • National Apprenticeship Week (6 to 10 March)
April • Levy paid
May • Service live
• Make levy commitments
To 2020 • All employers to use the service

The Register
of Apprenticeship
Training Providers
October 2016

Content
In this presentation we will cover:
• purpose
• application routes
• interested in applying
• application process
• next steps and timeline.
• procurement

Entry route for
organisations that want to
deliver apprenticeship
training
Provide assurance to
employers and government
Allow employers who wish
to deliver training to their
own employees to do so
Sets a high bar for providers
to meet if they want to
deliver apprenticeship
training
Register of
Apprenticeship
Training
Providers
Purpose

Main Application
Route
Employer
Provider Route
Supporting Route
There are three application routes to facilitate delivery
of apprenticeship training. You can only apply for
one route
Apply for one route only
Application routes

Main application route
The main application route is for organisations that:
• want to directly deliver any value of apprenticeship training
• want to be eligible for selection through the digital
apprenticeship service
• are a levied employer and want to train staff in their own
supply chain or apprentices in other organisations
• have the capacity and capability to deliver most of the
frameworks and standards that they offer
• want to participate in the SFA procurement for delivery of
apprenticeship training to employers that will not have a digital
account to pay for apprenticeship training

Employer provider route
The employer provider route is for levy paying employers that:
• want to provide training to their own staff
• want to act as a subcontractor to their appointed main
provider, delivering training to their own staff.
Organisations that apply to this route cannot:
• deliver apprenticeship training to other organisations, including
their supply chain.
• If you plan to deliver less than £100k as a subcontractor then
you are not required to apply

Supporting route
The supporting route is for organisations that:
• want to deliver as a subcontractor only
• are new to the apprenticeship market
• do not have the capacity to be a main provider.
Organisations that apply to this route cannot:
• deliver more than £500,000 of training per year
• deliver apprenticeship training directly to employers.
• If you plan to deliver less than £100k as a subcontractor then
you are not required to apply

Interested in applying?
• will you be delivering apprenticeship training?
• have you been trading as a business for at least three months?
• have you been awarded an Ofsted grade 4 for your
‘effectiveness of apprenticeship provision’ within the last three
years?
• have you been awarded an Ofsted grade 4 for your ‘overall
effectiveness’ within the last three years?
• have you completed the financial health self assessment and
scored at least a satisfactory?

Interested in applying?
• Familiarise yourself with the Joining the Register of
Apprenticeship Training Providers – application instructions to
learn more about our requirements
• registrations you need to undertake – UKRLP and Bravo
• on-line application route

Register with UKRLP
Register with ICO
Register for an account on the bravo e-tendering portal
To obtain a UKPRN to include on your application.
Register with information commissioners Office (ICO) for
education and training.
Read Joining the Register of Apprenticeship Training Providers
– application instructions to help you.
Ensure you sense check your application and upload the right
information.
Complete your application
Application overview
Read the registration guidance on our website.

Application
Due diligence:
• we capture and verify your organisation details
• you self declare against our mandatory and discretionary
exclusion criteria
• compliance questions.

Application
Financial health:
• upload a self-assessment toolkit
• some organisations exempt from submitting financial
statements
• most organisations must populate the toolkit with their
latest financial information and upload their latest financial
statements
• organisations graded as satisfactory, good or outstanding will
pass our financial health assessment.

Application
Capacity and capability to deliver that you should
consider:
• how you will ensure safeguarding of apprentices
• the PREVENT strategy
• how equality and diversity is built into your processes and
policies
• details of your apprenticeship training offer including the
expertise of your staff and ability to meet the needs of an
apprentice.

Common mistakes when
making an application
Not reading our Joining the Register of Apprenticeship Training
Providers – application instructions
Failing to upload financial statements if not exempt.
Not proof reading an application.
Not fully answering questions that require a written answer.
Not allowing enough time to complete an application.

Next steps
Be mindful of the deadline.
Sense check your application.
Check contact details on the e-tendering portal.

Digital apprenticeship
service
• Main apprenticeship route:-
• the course directory portal
• review your information
• visible to employers on the course directory portal.

October November December January February March July
Launch of RoATP
Open for
Applications
25 October 2016
SFA Evaluates
Applications
Nov - Feb
Publication of
RoATP
March 2017
Close for
Applications
25 November 2016
Feedback to
Applicants
March 2017
April May June
July
Timeline
May 2017
Delivery can
begin

Procurement
The SFA is running a procurement to facilitate employers that will
not use a digital account to pay for apprenticeship training.
Organisations interested must:
• apply to the main RoATP application route
• complete the invitation to tender for the procurement
For those successful, contracts will begin on 01 May 2017 and end
on 31 July 2018.

Procurement
For organisations interested in the procurement opportunity:
• ITT 30190 is available on e-tendering portal
• Upload a specification questionnaire
• Upload a funding and volumes spreadsheet
• Your RoATP application and invitation to tender must be
submitted by 5.00pm on 25 November 2016.
For those successful, contracts will begin on 01 May 2017 and end
on 31 July 2018.

Further information
• Register of apprenticeship training providers webpage
https://www.gov.uk/government/collections/register-of-
apprenticeship-training-providers
• Joining the Register of Apprenticeship Training Providers –
application instructions
• financial health self-assessment toolkit
• guidance to access the e-tendering portal and application
questions
• information on the procurement is available on contracts
finder

THANK YOU
Una Bennett
Headline Sponsor

Q & A Session
Chaired by Tony Allen
10:25 – 10:55
Headline Sponsor

Coffee Break
10:55 – 11:25
Headline Sponsor

Mike Thompson
Head of Apprenticeships
for Barclays
11:25 – 11:40
Headline Sponsor

Barclays Early Careers
Mike Thompson
October 2016
Confidential

88 | Barclays Early Careers
Confidential
Mike Thompson
 Director Early Careers
 Chair of Trailblazer Group for Financial Services
 Member of Apprenticeship delivery board

Confidential
Barclays Apprenticeships – Overview
 Apprenticeship programme launched in 2012
 Over 2500 people helped into work and long term
careers
 Target long term unemployed

Confidential
How will the levy help us ?
1. Diversity and Talent Acquisition
2. Talent Progression
3. Professionalisation of our Workforce

Confidential
Diversity

Confidential
Progression
Foundation/ Progression
Apprenticeship Programmes
Higher Apprenticeships –
Junior leadership and
Specialist roles
Graduate programmes

Confidential
Relationship
Management
(3 Years)
Leadership &
Management
HR IT Digital
HR Finance Marketing
Risk
Treasury
Investment
Management
Investment
Management
Investment
Banking
Apprenticeships
Graduates
Professionalisation

THANK YOU
Mike Thompson
Headline Sponsor

Martyn Price MBE
CEO of Cosign
11:40 – 11:55
Headline Sponsor

THANK YOU
Martyn Price MBE
Headline Sponsor

Julie Hyde
CACHE
11:55 – 12:10
Headline Sponsor

October 2016
Quality Care
Julie Hyde
Associate Director

Early Years Educator
Children & Young People
Supporting Teaching and Learning
Health & Social Care
Health
Apprenticeships
Quality of Assessment
Playwork

Challenges for the training providers
Apprenticeship reform including;
• Apprenticeship frameworks/standards
• Assessment plans
• Levy
• Funding
• End point assessment

Skills Plan
The Sainsbury Review: Report of the Independent Panel on
Technical Education & Post 16 Skills Plan
• 2 documents released on the same day;
- Report of the Independent Panel on Technical Education
- Accompanying ‘Post 16 Skills Plan’.
• Sets out;
‘an ambitious framework to support young people and adults to secure a lifetime of
sustained skilled employment and meet the needs of our growing and rapidly changing
economy’
It will cover college-based and employment-based (apprenticeship) education, building
on our apprenticeship reforms.’

Technical Education Post 16 Skills
Plan: Routes

The Sainsbury Review: Technical
Education and Post 16 Skills Plan: Impact

Challenges for the workforce
• most common impacts of skill-shortage vacancies
o Increase workload for other staff
o Have difficulties meeting customer services
objectives
o Lose business or orders to competitors
o Experience increased operating costs
o Delay developing new products or services
o Have difficulties meeting quality standards
o Have difficulties introducing new working
practices

Training the workforce
2011• Tickell Review: Foundation Stage
Report. Foundations for life, health
and learning
2012 • Nutbrown Review:
Foundations for quality
2013
• More Great Childcare:
Raising quality and giving
parents more choice
2014
• EYE - National College
Teaching and Leadership:
revised full and relevant
criteria implemented

Sustaining an effective workforce

Challenges for childcare
• 43%
• 32%
• Qualification levels falling
• 30 hours provision
• Funding
• Apprenticeships

“80% of this provision is
good or outstanding”
Ofsted annual report December 2015

THANK YOU
Julie Hyde
Headline Sponsor

Roger Francis
Creative Learning Partners
12:10 – 12:25
Headline Sponsor

Managing The
Apprenticeship Change
Process
Roger Francis

Understanding Change

“The Difference
Between Stumbling
Blocks And Stepping
Stones is How You Use
Them”

Some Potential Stepping Stones
 Huge Increase in Apprenticeship starts among large
Levy-paying employers
 Any provider on RoATP can negotiate directly with
employers
 Opportunities for new collaborative partnerships
between providers

The Skills Crisis
 Millions of adults lack basic maths, English and digital skills
 UK is near the bottom of charts which compare key life skills in
developed countries
 Unfilled job vacancies due to skill shortages :
 2011 91,000
 2013 130,000
 2015 209,000
 Brexit compounds the problem
Source: Employer Skills Surveys

From April 2017, The World Changes
 Apprenticeships Led By Demand Not Supply
 Our Role As Providers Changes Dramatically
 We Need A New Mindset
 It’s Time To Start Exploring!

THANK YOU
Roger Francis
Headline Sponsor

Q & A Session
12:25 – 12:45
Headline Sponsor

Lunch & Networking
12:45 – 13:45
Headline Sponsor

Using Technology to Embrace Trailblaszers – Fiona Hudson-Kelly CEO Founder Smartassessor 13:45 – 14:00
What does the Levy mean to members of the AoC – Teresa Frith (AoC) 14:00 – 14:15
What businesses/training providers think about the Apprenticeship Levy
-- Charlynne Pullen The Education and Training Foundation 14:15 – 14:30
Outstanding Training Provider: Opportunities the Levy Brings – Stewart Segal (3aaa) 14:30 – 14:45
Panel Session with Speakers – Chaired by Tony Allen 14:45 – 15:00
Coffee Break 15:00 – 15:30
Richard Marsh of Kaplan 15:30 – 15:45
Impact on Members of the EEF - Verity O’Keefe 15:45 – 16:00
Matt Garvey – Managing Director of the West Berkshire 16:00 – 16:15
Sector Standards Organisation - Anthony Elgey General Manager MP Futures 16:15 – 16:30
Closing remarks by Tony Allen 16:45 – 17:00
Headline Sponsor

Embracing Trailblazer Changes
Smart Assessor
Fiona Hudson-Kelly
Founder and CEO
13:45 – 14:00
Headline Sponsor

‘Embracing Trailblazer Changes….’
www.smartassessor.com

• Implementation Strategy

10 ways Smart Assessor are adapting for Employer Reformed Apprenticeships
1. Course Builder
2. Gateways
3. Synoptic End Point Assessment
4. Grading
5. Test and Exams
6. Employer Payments
7. Employer Contracts
8. Trailblazer Standards & Assessment Plans
9. Reflective Journal
10. E-Log Books

www.smartassessor.comwww.smartassessor.com

THANK YOU
Fiona Hudson-Kelly
Headline Sponsor

Teresa Frith
Association of Colleges
What does the Levy mean to the
members of the AoC
14:00 – 14:15
Headline Sponsor

THANK YOU
Teresa Frith
Headline Sponsor

Charlynne Pullen
IPPR/
Education and Training Foundation
14:15 – 14:30
Headline Sponsor

England’s Apprenticeships:
Assessing the new system
Charlynne Pullen
IPPR
http://www.ippr.org/publications/englands-apprenticeships-
assessing-the-new-system

Apprenticeship reforms
• Levy for large firms (and some anomalies – e.g. premiership football clubs)
• Financial support for small firms, but more bureaucracy
• Standards – involvement of professional bodies but no qualifications
• Standards – employer led, job-specific
• Apprenticeship funding changes

Challenges
• Progression and transferability – narrow nature of standards
• Apprenticeships in SMEs
• Institute for Apprenticeships - scope
• Public sector target for apprenticeships
• Funding
• Policy alignment – Sainsbury review and Skills Plan

THANK YOU
Charlynne Pullen
Headline Sponsor

Stewart Segal
3aaa
Outstanding Training Provider:
Opportunities The Levy brings
14:30 – 14:45
Headline Sponsor

THE APPRENTICESHIP
LEVY
A Major Opportunity
Stewart Segal, Strategy Director , 3aaa

3AAA – A national approach with local delivery
National Programmes
delivered locally in 41
LocationsOfsted Outstanding delivery
• Success rates (10% above
national average)
• High employer satisfaction rates
(over 90%)
Wide range of programmes
including;
• Management
• IT
• Accountancy
• Business Admin

APPRENTICESHIP REFORM PRINCIPLES
 3m starts target
 Increasing employer engagement
 Long term sustainable funding
 Simplified funding - averaging
 More flexible delivery models
 Focused on what employers want

THE LEVY
Voluntary employer contributions at 33% was not sustainable
Hypothecated tax
Generates £2.5bn versus the current spend of £1.7bn
Biggest year on year growth in Apprenticeship investment ever
Engages numbers of employers not engaged previously

STANDARDS
 Job not role focussed – overlaps and lack of
standardisation
 Lack of career routes – link with Sainsbury Review
 Lack of progression
 Grading
 Lack of or link to qualifications
 End testing

FUNDING ISSUES REMAINING
 Complex rates structure with no standardisation
 Switch from Frameworks to Standards
 Reduction in rates for frameworks – STEM and 16-18 uplift
 Negotiated prices not rates
 Single rate - 16-18 incentive not sufficient
 Area and disadvantage uplifts
 Operation of the DAS alongside existing claims systems

PROCUREMENT AND SUBCONTRACTING
Procurement of non-Levy payers contracts
Process and timing
Extension of existing contracts beyond May
New subcontracting rules
Employers’ contracts with Government

OPPORTUNITIES
 Engaging new employers
 Extension of Apprenticeship programmes into
commercial training budgets
 Move from transactional to relationship management of
employers
 Providers as partners to employers

SUMMARY
Major change always
brings risks and
opportunities
Move towards
Standards and new
subcontracting may
need transition period
Real opportunity for
providers to work with
employers to drive the
agenda.

THANK YOU
Stewart Segal
Headline Sponsor

Q & A Session
14:45 – 15:00
Headline Sponsor

Coffee Break
Headline Sponsor

Richard Marsh
Kaplan
Director of Apprenticeships
15:30 – 15:45
Headline Sponsor

An apprenticeship funding system is born

A wide range of standard caps,,

165
Successful post levy Apprenticeship delivery
Engagement Enriched Programmes Cohort Feel
Time for Learning Professional
progression
Achievement

Richard Marsh, Apprenticeships Partnerships Director at
Kaplan
Richard.marsh@kaplan.co.uk
07464 928 266
Let’s keep talking,…

THANK YOU
Richard Marsh
Headline Sponsor

Verity O’Keefe
EEF The Manufacturers’ Organisation
Senior Employment and Skills Policy Adviser
Impact on Members of the EEF
15:45 – 16:00
Headline Sponsor

THANK YOU
Verity O’Keefe
Headline Sponsor

Matt Garvey
Managing Director of the West
Berkshire Training Consortium
16:00 – 16:15
Headline Sponsor

THE APPRENTICE LEVY
Subcontracting
Matt Garvey

APPRENTICE REFORMS
Question?
Is this business as usual?

APPRENTICE REFORMS
This is a ‘stay of execution’
Opportunity to ‘clean up’ subcontracting
• Quality driven
• Good value for money
• Raises outcomes
• Strengthens the capacity of the network
New entrants to the market
Protect and nurture specialists
Individual Learning Accounts

APPRENTICE REFORMS
Time to act on providers who abuse subcontracting
1. Unreasonable management fees
2. Short term opportunism
3. Profit before quality

APPRENTICE REFORMS
Recognise this is NOT business as usual
A new definition of quality subcontracting
Prevent those with ‘bad form’ subcontracting
Toughen up the transparent regulation of Primes

APPRENTICE REFORMS
We know where there is abuse
High Management Fees
Some profiteering
Improve value for money
Improve the policing of subcontracting
Limit it further through the contracting system
Cap fees. It will send a strong signal
Audit management fees and submit them to SFA
Employers should know the management fee
Real sanctions for Primes behaving badly

THANK YOU
Matt Garvey
Headline Sponsor

Anthony Elgey
General Manager
MP Futures Sector Standards
Organisation
16:15 – 16:30
Headline Sponsor

The sector
• 210 million tons of materials
• £235 billion total gross value added
• 16% share of the UK total economy
• 34,000 people directly employed
• 4.3 million jobs supported through the supply chain

Our reality
• 90% white male
• 55.7 average age
• 17% aged between 18 and 34
• No sector apprentice standard or framework
• One employer currently has 200 vacancies
• Current average of 2 vacancies per employer

Current perceptions of
the new apprenticeships
and the levy

From what you know so far about the
apprenticeship levy so far, do you feel it
should be delayed or go ahead in April
2017? 76%
12% 12%
0%
10%
20%
30%
40%
50%
60%
70%
80%
Delayed No delay Do not know

From what you know so far about the new
apprenticeships in England, do you feel
quality will be increasing or decreasing?
7%
53%
40%
0%
10%
20%
30%
40%
50%
60%
Increasing Decreasing Do not know

Do you feel that the new apprenticeships in
England should mandate vocational
qualifications?
81%
6%
13%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
Yes No Do not know

Labour Market Information
(LMI) 2016

Workforce growth expectations over the
next 18 months
52%
42%
7%
0%
10%
20%
30%
40%
50%
60%
Remain the same Increase Decrease

Would you consider employing young
people in the next three years?
77%
23%
Yes No

Are you aware of apprenticeship
trailblazers?
60%
30%
10%
No Yes Not applicable to my business

Will the apprenticeship levy drive you to
employ more apprentices in the future?
76%
24%
No Yes

How aware are training providers of the
new apprenticeships?
0%
6%
15%
23%
57%
0% 10% 20% 30% 40% 50% 60%
We don’t use external training providers
They are not all aware
They know a little
They are fully aware
I don't know

£15
A shovel
Circa
£2,000,000

Regulation 9 Quarry regulations 1999
Training and competence
Everyone working at the quarry must be competent for
the work they are required to do.
People working at a quarry must not undertake any work
for which they are not competent.

Competence
The ways in which a person can demonstrate competence in a
role is to have been assessed against the relevant National
Occupational Standards (NOS), this through the achievement
of a Vocational Qualification.

Our journey
• Started in September 2014 (Phase 3).
• 25 employers in the working group.
• First standard rejected in March & June, approved in July.
• Assessment plan still not approved.
• BIS assessment plan panel commented in April 2016 that we had “a
very good assessment strategy” and “We particularly like the external
quality assurance section“.
• Rejected again in September based on the EQA section.
• We now have six apprenticeships at various stages.

Ensuring quality and consistency
Employer Employer Employer Employer
Training Provider Training Provider Training Provider Training Provider
EPA EPA

Recouping the levy – Large sector employer
• £62,500 per month in apprenticeship levy
• Average 20 apprentices recruited per year
• Will need an extra 375 apprentices per year
• Additional costs to the business: 6.9 million pounds
• Annual levy cost £750,000

My view
• Its not a standard, it’s a guide
• EPA is at best a partial synoptic snapshot
• Is this really employer-led?
• HSE demonstration of competence is saving lives
• Well-written NOS should be the standard

Q & A Session
16:30 – 16:45
Headline Sponsor

Closing Remarks
Tony Allen
Headline Sponsor

THANK YOU
To all our Guest Speakers and Attendees
Have a safe journey home
We look forward to
seeing you next year!
Headline Sponsor

Presentations Apprenticeship Levy Conference 27th October

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