Payment Structure

Please refer to the following Payment Schedules for details of how and when invoices will be paid. Please note that the Payment Schedule is also included in your service contract with Hackney Learning Trust.

Adult & Community Learning Programmes Payment Schedule

Payment stage % of total contract value Payment amount Trust P/O No. Invoice date Payment date (within 30 days of invoice date)

Contractor’s outputs upon which payment is conditional

Required evidence of Contractor’s outputs

1st [Insert %] [Insert value] [Insert PO no.] [Insert invoice date] [Insert payment date]

(i) Contract managers, co- ordinators and tutors attend full one-day Induction workshop organised by the Trust and held at Hackney Learning Trust’s office.

(ii) Full Schemes of Work for each course

(iii) Sample Lesson Plans for each course

(iv) Full course timetable (v) Full course information (vi) Qualified tutor(s)

(i) Attendance register for Induction workshops (ii) Full Schemes of Work available for QA inspection & submitted

(iii) Sample Lesson Plan available for QA inspection & submitted

(iv) Full course timetable completed and submitted (v) Course details form completed and submitted (vi) Tutor’s CV & teaching certificates

(vii) Provide copies of all marketing and publicity materials used by the Contractor for courses including SFA logos

2nd [Insert %] [Insert value] [Insert PO no.] [Insert invoice date] [Insert payment date]

At least 30% of total annual learners achieved;

At least 80% Retention for all learners enrolled.

(i) Enrolment forms for every Learner on the course(s)

(ii) Monthly update of course Register(s) (iii) Initial Assessment (& Diagnostics Assessment) carried out

(iv) Individual Learning Plans for every Learner on non- accredited course(s) and sample of Learners’

work. Sample ILPs for accredited courses (v) Learners’ Achievement & Progression forms

3rd [Insert %] [Insert value] [Insert PO no.] [Insert invoice date] [Insert payment date]

At least 80% of total annual learners achieved qualifications/ outcomes;

At least 80% Retention for all learners enrolled.

(i) Enrolment forms for every Learner on the Course(s)

(ii) Monthly update of course Register(s) (iii) Initial Assessment (& Diagnostics Assessment) carried out

(iv) Updated Individual Learning Plans for every learner on non-accredited course(s) and sample of Learners’ work. Sample ILPs for accredited courses

(v) Learners’ Achievement & Progression forms (for any completed courses)

(vi) Learners End of Course Surveys (for all completed courses).

(vii) Copies of Learners’ Certificates – (for accredited courses) or status confirmation from examination body 4th [Insert %] [Insert value] [Insert PO no.] [Insert invoice date] [Insert payment date] Recruitment of 100%

Achievement Rate of at least 80%.

At least 80% Retention for all learners enrolled.

(i) New enrolment forms for every Learner on the course(s)

(ii) Monthly updated Register and final completed Register(s)

(iii) Any new Initial Assessment (& Diagnostics Assessment) carried out

(iv) Individual Learning Plans for every Learner on non- accredited course(s) and sample of Learners’

work.

(v) Updated sample ILPs for accredited courses (for any completed Courses)

(vi) Learners End of Course Surveys (for any completed courses)

(vii) Copies of Learners’ Certificates – (for accredited courses) or status confirmation from examination body

(viii) Specific scheme of work for each Course (ix) Completed registers for completed Courses

Completed Self Assessment Review

Provision of any outstanding information or documentation.

showing reviews and final progression (vi) Learners’ End of Course Survey (for all completed Courses)

(vii) Learners’ Achievement & Progression form (viii) Copies of Learners’ Certificates – (for accredited courses) or status confirmation from examination body

(ix) Self Assessment Report submitted for learning provision

Family Learning, Short Programmes & Pilot Programmes Payment Schedule: Payment stage % of total contract value Paymen t amount Trust P/O No. Invoice date Payment date (within 30 days of invoice date)

Contractor’s outputs upon which payment is conditional

Required evidence of Contractor’s outputs

1st 30% [Insert value] [Insert PO no.] [Insert invoice date] [Insert payment date] (i) Contractor’s Authorised Officers, Co-ordinators and tutors attend the full Induction workshop organised by Hackney Learning Trust and held at the Trust’s office.

(ii) Schemes of work for each course

(iii) Sample Lesson Plans for each

Course

(iv) Full course timetable (v) Full Course

information (vi) Qualified tutor(s)

(i) Attendance register for Induction workshops (ii) Schemes of work submitted

(iii) Lesson Plans submitted

(iv) Full course timetable completed and submitted

(v) Course details form completed and submitted (vi) Tutors’ CV & teaching certificates submitted (with the exception of qualified teachers currently working in Hackney schools)

2nd 70% [Insert value] [Insert PO no.] [Insert invoice date] [Insert payment date] 100% recruitment of contractual target

At least 80% of total contracted learners achieved qualifications or learning aims.

Retention of at least 80% for all

(i) Enrolment forms for every Learner on the course(s)

(ii) Monthly update of course Register(s)

(iii) Initial Assessment & Diagnostics Assessment) carried out

(iv) Completed Individual Learning Plans for every learner on non-accredited course(s) and sample of Learners’ work. Sample ILPs for accredited

learners enrolled. (v) Learners’ End of Course Surveys (for all completed courses)

(vi) Copies of Learners’ Certificates – (for accredited courses) or status confirmation from examination body.

Final Payment policy (for ACL and FL provision only)

In the current Adult Learning Service payment structure, the final payment is tied to Recruitment, Achievement and Retention.

Providers should aim to meet the KPI targets of 100% Recruitment, and at least 80% Achievement and 80% Retention to receive full payment

If a provider does not meet the above targets, payments may be reduced commensurate to the levels of recruitment, achievement and retention.

Approval process:

The Contract Development Manager and the MIS team will be responsible for collating the evidence on recruitment, achievement and retention and calculating the final amount payable to the provider, using the formula below.

Providers shall be informed formally by the Commissioning team (Andy Mills), via email.

Formula for calculating final outputs-related payment:

% of recruitment target minus (-) achievement x retention (or success rate*) multiplied (x) by amount payable in Payment Stage 4.

*Success rate =

Achievement rate x Retention rate Target rate

(100%)

Example 1: If Recruitment is 95% of total target and Success Rate is 55%, the final payment to the provider equals 95%-55% x amount of the final instalment.

Example 2: If Recruitment is only 50% of the total target and Success Rate is 60%, then the final payment to the provider would be = 50%-60% x amount of the final instalment. This will give a negative result, which means that Hackney Learning Trust will claw back some funding from the provider.