Annex X

United Kingdom

ANNEX XIX

Conditions for reimbursement of expenditure on the basis of standard scales of unit costs to the United Kingdom

1.

Definition of standard scales of unit costs

A young person is defined as a person aged between 16 and 24 years, while an adult is defined as person aged 25 years and above.

Type of operations Indicator name Category of costs Measurement unit for the indicators Amounts
Apprenticeships under Priority Axis 3 of the Northern Ireland ESF Operational Programme (2014UK05SFOP004) Employed participants aged 16 years and above working towards a full formal apprenticeship. All eligible costs of the operation. Number of participants working towards a full formal apprenticeship.
Amounts will be calculated according to:

age^f1 and disability status of the participant,

the milestone and qualification level achieved,

the funding category and level of the apprenticeship,

as set out in point 3 below.

2.

Adjustment of amounts

Not applicable.

3.

Amounts (in GBP)

Apprenticeship Framework Units are the elements of the specified/required learning (i.e. modules) that make up qualifications. The qualifications for Level 2 apprenticeships can be found at https://www.nidirect.gov.uk/articles/level-2-frameworks-apprenticeships and for Level 3 apprenticeships at https://www.nidirect.gov.uk/articles/level-3-frameworks-apprenticeships

LEVEL 2 APPRENTICESHIP — Young Person
Trigger Point Funding Categories (Note 1) Disability Supplement
1 2 3 4 5 6
1 Approval of the personal training plan 330 330 330 330 330 330 610
2 Milestones (Note 2)
Achievement of 20 %-25 % of Apprenticeship Framework Units^f2 380 440 490 710 770 820 220
Achievement of 40 %-45 % of Apprenticeship Framework Units 380 440 490 710 770 820 220
Achievement of 60 %-65 % of Apprenticeship Framework Units 380 440 490 710 770 820 220
Achievement of 80 %-85 % Apprenticeship Framework Units 380 440 490 710 770 820 220
3 Achievement of Essential Skills (Note 3) 330 330 330 330 330 330 0
4 Achievement of National Vocational Qualification Level 2 330 380 440 550 600 660 220
5 Achievement of full Level 2 Apprenticeship Framework 330 380 440 820 880 930 0
6 Employer Incentive 500 500 500 750 750 750 0

LEVEL 2 APPRENTICESHIP — Adult
Trigger Point Funding Categories (Note 1) Disability Supplement
1 2 3 4 5 6
1 Approval of the personal training plan 165 165 165 165 165 165 305
2 Milestone Payments (Note 2)
Achievement of 20 %-25 % of Apprenticeship Framework Units 190 220 245 355 385 410 110
Achievement of 40 %-45 % of Apprenticeship Framework Units 190 220 245 355 385 410 110
Achievement of 60 %-65 % of Apprenticeship Framework Units 190 220 245 355 385 410 110
Achievement of 80 %-85 % Apprenticeship Framework Units 190 220 245 355 385 410 110
3 Achievement of Essential Skills (Note 3) 165 165 165 165 165 165 0
4 Achievement of National Vocational Qualification Level 2 165 190 220 275 300 330 110
5 Achievement of full Level 2 Apprenticeship Framework 165 190 220 410 440 465 0
6 Employer Incentive 250 250 250 375 375 375 0

LEVEL 3 (PROGRESSION ROUTE) APPRENTICESHIP — Young Person
Trigger Point Funding Categories (Note 1) Disability Supplement
1 2 3 4 5 6
1 Approval of the personal training plan 220 220 220 220 220 220 610
2 Milestone Payments (Note 2)
Achievement of 20 %-25 % of Apprenticeship Framework Units 380 440 490 710 770 820 220
Achievement of 40 %-45 % of Apprenticeship Framework Units 380 440 490 710 770 820 220
Achievement of 60 %-65 % of Apprenticeship Framework Units 380 440 490 710 770 820 220
Achievement of 80 %-85 % Apprenticeship Framework Units 380 440 490 710 770 820 220
3 Achievement of Essential Skills (Note 3) 330 330 330 330 330 330 0
4 Achievement of National Vocational Qualification Level 3 770 820 880 990 1 040 1 100 220
5 Achievement of full Level 3 Apprenticeship Framework 990 1 150 1 320 1 870 2 030 2 200 0
6 Employer Incentive 500 500 500 750 750 750 0

LEVEL 3 (PROGRESSION ROUTE) APPRENTICESHIP — Adult Apprentices (ADULT)
Trigger Point Funding Categories (Note 1) Disability Supplement
1 2 3 4 5 6
1 Approval of the personal training plan 110 110 110 110 110 110 305
2 Milestone Payments (Note 2)
Achievement of 20 %-25 % of Apprenticeship Framework Units 190 220 245 355 385 410 110
Achievement of 40 %-45 % of Apprenticeship Framework Units 190 220 245 355 385 410 110
Achievement of 60 %-65 % of Apprenticeship Framework Units 190 220 245 355 385 410 110
Achievement of 80 %-85 % Apprenticeship Framework Units 190 220 245 355 385 410 110
3 Achievement of Essential Skills (Note 3) 165 165 165 165 165 165 0
4 Achievement of National Vocational Qualification Level 3 385 410 440 495 520 550 110
5 Achievement of full Level 3 Apprenticeship Framework 495 575 660 935 1 015 1 100 0
6 Employer Incentive 250 250 250 375 375 375 0

LEVEL 3 (LEVEL 2 EN ROUTE) APPRENTICESHIP (Note 4) — Young Person
Trigger Point Funding Categories (Note 1) Disability Supplement
1 2 3 4 5 6
1 Approval of the personal training plan 330 330 330 330 330 330 610
2 Milestone Payments (Note 2)
Achievement of 20 %-25 % of Apprenticeship Framework Units 380 440 490 710 770 820 220
Achievement of 40 %-45 % of Apprenticeship Framework Units 380 440 490 710 770 820 220
Achievement of 60 %-65 % of Apprenticeship Framework Units 380 440 490 710 770 820 220
Achievement of 80 %-85 % Apprenticeship Framework Units 380 440 490 710 770 820 220
4 Achievement of National Vocational Qualification Level 2 660 710 770 990 1 040 1 100 220
Retention/Start Payment (Note 5) 220 220 220 220 220 220 610
2 Milestone Payments (Note 2)
Achievement of 20 %-25 % of Apprenticeship Framework Units 380 440 490 710 770 820 220
Achievement of 40 %-45 % of Apprenticeship Framework Units 380 440 490 710 770 820 220
Achievement of 60 %-65 % of Apprenticeship Framework Units 380 440 490 710 770 820 220
Achievement of 80 %-85 % Apprenticeship Framework Units 380 440 490 710 770 820 220
3 Achievement of Essential Skills (Note 2) 330 330 330 330 330 330 0
4 Achievement of National Vocational Qualification Level 3 770 820 880 990 1 040 1 100 220
5 Achievement of full Level 3 Apprenticeship Framework 990 1 150 1 320 1 870 2 030 2 200 0
6 Employer Incentive 1 000 1 000 1 000 1 500 1 500 1 500 0

LEVEL 3 (LEVEL 2 EN ROUTE) APPRENTICESHIP (Note 4) — Adult Apprentices (ADULT)
Trigger Point Funding Categories (Note 1) Disability Supplement
1 2 3 4 5 6
1 Approval of the personal training plan 165 165 165 165 165 165 305
2 Milestone Payments (Note 2)
Achievement of 20 %-25 % of Apprenticeship Framework Units 190 220 245 355 385 410 110
Achievement of 40 %-45 % of Apprenticeship Framework Units 190 220 245 355 385 410 110
Achievement of 60 %-65 % of Apprenticeship Framework Units 190 220 245 355 385 410 110
Achievement of 80 %-85 % Apprenticeship Framework Units 190 220 245 355 385 410 110
4 Achievement of National Vocational Qualification Level 2 330 355 385 495 520 550 110
Retention/Start Payment (Note 5) 110 110 110 110 110 110 305
2 Milestone Payments (Note 2)
Achievement of 20 %-25 % of Apprenticeship Framework Units 190 220 245 355 385 410 110
Achievement of 40 %-45 % of Apprenticeship Framework Units 190 220 245 355 385 410 110
Achievement of 60 %-65 % of Apprenticeship Framework Units 190 220 245 355 385 410 110
Achievement of 80 %-85 % Apprenticeship Framework Units 190 220 245 355 385 410 110
3 Achievement of Essential Skills (Note 3) 165 165 165 165 165 165 0
4 Achievement of National Vocational Qualification Level 3 385 410 440 495 520 550 110
5 Achievement of full Level 3 Apprenticeship Framework 495 575 660 935 1 015 1 100 0
6 Employer Incentive 500 500 500 750 750 750 0

Notes:

1.

The full list of apprenticeship frameworks and the funding categories to which they belong are set out in Annexes 1 and 2 of the “ApprenticeshipsNI 2017 Operational Requirements”, available at https://www.economy-ni.gov.uk/publications/apprenticeship-guidelines

2.

Milestone payments will be paid on completion of milestones/units of the agreed overall framework. To calculate the percentage of achievement, the completion of whole units or parts of units within the framework shall be considered in accordance with the “ApprenticeshipsNI 2017 Operational Requirements”, available at https://www.economy-ni.gov.uk/publications/apprenticeship-guidelines

3.

Essential Skills consist of Communication, Application of Number and ICT. The amount for essential skills is limited to one payment per participant of GBP 55 per Adult/GBP 110 per young person in respect of each Essential Skill of Communication, Application of Number and ICT.

4.

In a Level 3 (Level 2 en route) apprenticeship, an apprentice with previous experience of study at Level 2 can undertake a Level 3 framework taking their prior learning and achievement into consideration. This may make it possible for the apprentice to progress to Level 3 without completing the full Level 2 framework.

5.

Applicable when a participant has completed and achieved all components of the Level 2 qualification en route to the Level 3 apprenticeship.

A young person is defined as a person aged between 16 and 24 years, while an adult is defined as person aged 25 years and above.
Type of operations	Indicator name	Category of costs	Measurement unit for the indicators	Amounts
Apprenticeships under Priority Axis 3 of the Northern Ireland ESF Operational Programme (2014UK05SFOP004)	Employed participants aged 16 years and above working towards a full formal apprenticeship.	All eligible costs of the operation.	Number of participants working towards a full formal apprenticeship.	Amounts will be calculated according to: age^f1 and disability status of the participant, the milestone and qualification level achieved, the funding category and level of the apprenticeship, as set out in point 3 below.

Apprenticeship Framework Units are the elements of the specified/required learning (i.e. modules) that make up qualifications. The qualifications for Level 2 apprenticeships can be found at https://www.nidirect.gov.uk/articles/level-2-frameworks-apprenticeships and for Level 3 apprenticeships at https://www.nidirect.gov.uk/articles/level-3-frameworks-apprenticeships
	LEVEL 2 APPRENTICESHIP — Young Person
	Trigger Point	Funding Categories (Note 1)	Disability Supplement
1	2	3	4	5	6
1	Approval of the personal training plan	330	330	330	330	330	330	610
2	Milestones (Note 2)
	Achievement of 20 %-25 % of Apprenticeship Framework Units^f2	380	440	490	710	770	820	220
	Achievement of 40 %-45 % of Apprenticeship Framework Units	380	440	490	710	770	820	220
	Achievement of 60 %-65 % of Apprenticeship Framework Units	380	440	490	710	770	820	220
	Achievement of 80 %-85 % Apprenticeship Framework Units	380	440	490	710	770	820	220
3	Achievement of Essential Skills (Note 3)	330	330	330	330	330	330	0
4	Achievement of National Vocational Qualification Level 2	330	380	440	550	600	660	220
5	Achievement of full Level 2 Apprenticeship Framework	330	380	440	820	880	930	0
6	Employer Incentive	500	500	500	750	750	750	0

	LEVEL 2 APPRENTICESHIP — Adult
	Trigger Point	Funding Categories (Note 1)	Disability Supplement
1	2	3	4	5	6
1	Approval of the personal training plan	165	165	165	165	165	165	305
2	Milestone Payments (Note 2)
	Achievement of 20 %-25 % of Apprenticeship Framework Units	190	220	245	355	385	410	110
	Achievement of 40 %-45 % of Apprenticeship Framework Units	190	220	245	355	385	410	110
	Achievement of 60 %-65 % of Apprenticeship Framework Units	190	220	245	355	385	410	110
	Achievement of 80 %-85 % Apprenticeship Framework Units	190	220	245	355	385	410	110
3	Achievement of Essential Skills (Note 3)	165	165	165	165	165	165	0
4	Achievement of National Vocational Qualification Level 2	165	190	220	275	300	330	110
5	Achievement of full Level 2 Apprenticeship Framework	165	190	220	410	440	465	0
6	Employer Incentive	250	250	250	375	375	375	0

	LEVEL 3 (PROGRESSION ROUTE) APPRENTICESHIP — Young Person
	Trigger Point	Funding Categories (Note 1)	Disability Supplement
1	2	3	4	5	6
1	Approval of the personal training plan	220	220	220	220	220	220	610
2	Milestone Payments (Note 2)
	Achievement of 20 %-25 % of Apprenticeship Framework Units	380	440	490	710	770	820	220
	Achievement of 40 %-45 % of Apprenticeship Framework Units	380	440	490	710	770	820	220
	Achievement of 60 %-65 % of Apprenticeship Framework Units	380	440	490	710	770	820	220
	Achievement of 80 %-85 % Apprenticeship Framework Units	380	440	490	710	770	820	220
3	Achievement of Essential Skills (Note 3)	330	330	330	330	330	330	0
4	Achievement of National Vocational Qualification Level 3	770	820	880	990	1 040	1 100	220
5	Achievement of full Level 3 Apprenticeship Framework	990	1 150	1 320	1 870	2 030	2 200	0
6	Employer Incentive	500	500	500	750	750	750	0

	LEVEL 3 (PROGRESSION ROUTE) APPRENTICESHIP — Adult Apprentices (ADULT)
	Trigger Point	Funding Categories (Note 1)	Disability Supplement
1	2	3	4	5	6
1	Approval of the personal training plan	110	110	110	110	110	110	305
2	Milestone Payments (Note 2)
	Achievement of 20 %-25 % of Apprenticeship Framework Units	190	220	245	355	385	410	110
	Achievement of 40 %-45 % of Apprenticeship Framework Units	190	220	245	355	385	410	110
	Achievement of 60 %-65 % of Apprenticeship Framework Units	190	220	245	355	385	410	110
	Achievement of 80 %-85 % Apprenticeship Framework Units	190	220	245	355	385	410	110
3	Achievement of Essential Skills (Note 3)	165	165	165	165	165	165	0
4	Achievement of National Vocational Qualification Level 3	385	410	440	495	520	550	110
5	Achievement of full Level 3 Apprenticeship Framework	495	575	660	935	1 015	1 100	0
6	Employer Incentive	250	250	250	375	375	375	0

	LEVEL 3 (LEVEL 2 EN ROUTE) APPRENTICESHIP (Note 4) — Young Person
	Trigger Point	Funding Categories (Note 1)	Disability Supplement
1	2	3	4	5	6
1	Approval of the personal training plan	330	330	330	330	330	330	610
2	Milestone Payments (Note 2)
	Achievement of 20 %-25 % of Apprenticeship Framework Units	380	440	490	710	770	820	220
	Achievement of 40 %-45 % of Apprenticeship Framework Units	380	440	490	710	770	820	220
	Achievement of 60 %-65 % of Apprenticeship Framework Units	380	440	490	710	770	820	220
	Achievement of 80 %-85 % Apprenticeship Framework Units	380	440	490	710	770	820	220
4	Achievement of National Vocational Qualification Level 2	660	710	770	990	1 040	1 100	220

	Retention/Start Payment (Note 5)	220	220	220	220	220	220	610
2	Milestone Payments (Note 2)
	Achievement of 20 %-25 % of Apprenticeship Framework Units	380	440	490	710	770	820	220
	Achievement of 40 %-45 % of Apprenticeship Framework Units	380	440	490	710	770	820	220
	Achievement of 60 %-65 % of Apprenticeship Framework Units	380	440	490	710	770	820	220
	Achievement of 80 %-85 % Apprenticeship Framework Units	380	440	490	710	770	820	220
3	Achievement of Essential Skills (Note 2)	330	330	330	330	330	330	0
4	Achievement of National Vocational Qualification Level 3	770	820	880	990	1 040	1 100	220
5	Achievement of full Level 3 Apprenticeship Framework	990	1 150	1 320	1 870	2 030	2 200	0
6	Employer Incentive	1 000	1 000	1 000	1 500	1 500	1 500	0

	LEVEL 3 (LEVEL 2 EN ROUTE) APPRENTICESHIP (Note 4) — Adult Apprentices (ADULT)
	Trigger Point	Funding Categories (Note 1)	Disability Supplement
1	2	3	4	5	6
1	Approval of the personal training plan	165	165	165	165	165	165	305
2	Milestone Payments (Note 2)
	Achievement of 20 %-25 % of Apprenticeship Framework Units	190	220	245	355	385	410	110
	Achievement of 40 %-45 % of Apprenticeship Framework Units	190	220	245	355	385	410	110
	Achievement of 60 %-65 % of Apprenticeship Framework Units	190	220	245	355	385	410	110
	Achievement of 80 %-85 % Apprenticeship Framework Units	190	220	245	355	385	410	110
4	Achievement of National Vocational Qualification Level 2	330	355	385	495	520	550	110

	Retention/Start Payment (Note 5)	110	110	110	110	110	110	305
2	Milestone Payments (Note 2)
	Achievement of 20 %-25 % of Apprenticeship Framework Units	190	220	245	355	385	410	110
	Achievement of 40 %-45 % of Apprenticeship Framework Units	190	220	245	355	385	410	110
	Achievement of 60 %-65 % of Apprenticeship Framework Units	190	220	245	355	385	410	110
	Achievement of 80 %-85 % Apprenticeship Framework Units	190	220	245	355	385	410	110
3	Achievement of Essential Skills (Note 3)	165	165	165	165	165	165	0
4	Achievement of National Vocational Qualification Level 3	385	410	440	495	520	550	110
5	Achievement of full Level 3 Apprenticeship Framework	495	575	660	935	1 015	1 100	0
6	Employer Incentive	500	500	500	750	750	750	0

Annotations

Footnotes

f1: A young person is defined as a person aged between 16 and 24 years, while an adult is defined as person aged 25 years and above.
f2: Apprenticeship Framework Units are the elements of the specified/required learning (i.e. modules) that make up qualifications. The qualifications for Level 2 apprenticeships can be found at https://www.nidirect.gov.uk/articles/level-2-frameworks-apprenticeships and for Level 3 apprenticeships at https://www.nidirect.gov.uk/articles/level-3-frameworks-apprenticeships