Outline template for eligibility review 

The guidance below is a suggested approach related to the new the funding rule requirement related to Initial Assessment (taken from draft funding rules published on 27th May 2022). Customers should adapt the content and question to suit their own needs and business practice and need to make their own assessment on their compliance with the current funding rules. For more information on how to build a review, please see the Aptem Help Centre guide here. 

 

Review type – signatures and visibility 

Settings 

Select 

Signatures:

Select Advisor, Employer and Participant

Visible to: 

Select Advisor, Employer and Participant

Allow editing prior to reviews?

7 days 

Notify when available for editing: 

Select Employer and Participant 

Record time spent: 

Not selected 

 

Review set up – suggested sections to turn on 

Sections 

Visibility 

Custom: Provider confirmation of eligibility 

Employer: can view

Participant: can view 

Custom: Employer confirmation of eligibility 

Employer: can edit 

Participant: can view 

Skills Radar 

Employer: can edit 

Participant: can edit 

Functional Skills 

Employer: can view 

Participant: can view 

PLR 

Employer: can view 

Participant: can view 

Custom: Recognition of prior learning and experience 

Employer: can view 

Participant: can view 

Prior Learning 

Employer: can view 

Individual Support Needs/Requirements 

Participant: can view 

Programme Status Selector 

Employer: can view 

 

Configuration of custom sections 

Custom: Provider confirmation of eligibility 

Question/text 

Field type 

Settings 

Is the apprentice over 16 years old at the start of the programme? 

Boolean with case block 

Required 

If NO: 

 

 

Warning - age eligibility 

Title & description - title 

 

To use funds in the employer’s apprenticeship service account or government/employer co-investment, the individual must start their apprenticeship after the last Friday in June of the academic year in which they have their 16th birthday. 

Title & description - description 

 

Can the apprentice complete their apprenticeship within the time they have available? 

Boolean with case block 

Required 

If NO: 

 

 

Warning - completion eligibility 

Title & description - title 

 

To use funds in the employer’s apprenticeship service account or government/employer co-investment, the individual must be able to complete the apprenticeship within the time they have available. If you know an individual is unable to complete the apprenticeship in the time they have available, they must not be funded. 

Title & description - description 

 

Does the apprentice have an eligible residency status? 

Boolean with case block 

Required 

If NO: 

 

 

Warning - residence eligibility 

Title & description - title 

 

More information on the eligible residency status can be found in the residency eligibility section in Annex A of the funding rules. 

Title & description - description 

 

 

Custom: Employer confirmation of eligibility 

Question/text 

Field type 

Settings 

Does the apprentice spend at least 50% of their working hours in England over the duration of the apprenticeship? 

Boolean 

Required 

Does the apprentice have the right to work in England? 

Boolean 

Required 

Is the apprentice employed either directly by you, a connected company, or charity as defined by HMRC? 

Boolean 

Required 

Is the apprentice paid at least the minimum wage appropriate to their age and apprenticeship? 

Boolean 

Required 

Please confirm that the apprenticeship selected matches the level of the role(s) underpinned by this apprenticeship and outlined in their role description

Boolean 

Required 

Please confirm that the apprentice’s job role has a productive purpose and that there is a direct link between this job role and the chosen apprenticeship standard 

Boolean 

Required 

Please confirm that you will provide the individual with the appropriate support and supervision to carry out both their job role and their apprenticeship, particularly where the apprentice is working flexibly, including working from home 

Boolean 

Required 

Please confirm that you will release the apprentice for off-the-job training as required by the training plan 

Boolean 

Required 

Please confirm that you will provide the apprentice with the opportunity to embed and consolidate the knowledge, skills, and behaviours gained through off-the-job training into the workplace. 

Boolean 

Required 

 

Custom: Recognition of prior learning and experience 

Question/text 

Field type 

Settings 

Are there any areas to discuss related to statements in the employer confirmation of eligibility section above? 

Boolean with case block 

Required 

If YES: 

 

 

Please outline what is being amended to ensure this apprenticeship is in line with the current funding rules 

Text multiline 

Required 

Please outline how the training programme aligns with the chose standard and level 

Text multiline 

Required 

Please advise why an apprenticeship is the most appropriate training programme for the individual 

Text multiline 

Required 

Is there any prior education, training, or associated qualifications in a related subject sector area, including any previous apprenticeship undertaken that needs to be taken into consideration for this apprenticeship? 

Boolean with case block 

Required 

If YES: 

 

 

Please outline how the prior education will impact the apprenticeship training 

Text multiline 

Required 

Is there any learning or competence gained from prior work experience, particularly where the apprentice is an existing employee, or is beginning their apprenticeship after completing another programme with a relevant work placement that need to be taken into consideration for this apprenticeship? 

Boolean with case block 

Required 

If YES: 

 

 

Please outline how the prior experience will impact the apprenticeship training 

Text multiline 

Required 

As a result of the above, does the training plan need to be adjusted to take into account prior learning and experience 

Boolean with case block 

Required 

If YES: 

 

 

Please outline the areas that are being omitted from the training plan due to prior learning and experience 

Text multiline 

Required 

If YES: 

 

 

What does this represent in terms of a % reduction in OTJ hours 

Numeric 

Required 

If YES: 

 

 

Will the remaining content meet the minimum duration and minimum OTJ hours required to be eligible for funding 

Boolean with case block 

Required 

If No: 

 

 

Warning - this apprentice may not be eligible due to minimum duration and OTJ 

Title & description - title 

 

Please summarise your assessment of the relevant prior learning in the next section of this review 

Title & description - title 

 

This will then form part of the signed compliance documents for this apprenticeship. 

Title & description - description 

 

 

Config: Programme status selector 

Settings 

Select 

Label:

Programme Status 

Programme Status selected 

Suggestion 

Onboarding 

Ready to enrol 

Non starter 

Under review 

Not eligible 

 

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