Finance - Feedback

Questions and feedback from PO's, BA's and SMLs/BMs.

#	Feedback	Reporter
1	The only other thing I can think of is GP practice payments for CPD and trainer grants but we just use the data on GP placements on Intrepid to run a report to inform us which GP practices need paying. This is currently very clunky and we really do need a solution to make it more streamlined. It may not be for core but really does need some thought about how we can make it easier.	Amanda Barber - 01/09
2	we have a report that is working for us via the data repository for some of the payments but the CPD is still a problem, we really need a system that can track which practices have been paid and when and to link this to trainees being in the practice. Definitely not something for core but would be useful in the future. Nikki Walmsley in our team has all the knowledge if you need her to impart any of it now or in the future. (Nikki Walmsley)	Amanda Barber - 01/09
3	Joanne, let me clarify the position for London. Firstly, we don't actually use more than the Funding Start Date, Funding End Date and Funding Status on Intrepid - the data we have in the rest of the Funding elements is extremely patchy because we have been waiting for a long time for a bulk update to get correct financial figures into Intrepid. So at present we generate finance schedules from post data held in spreadsheets which use VLOOKUPs and some complex formulae to calculate for each post the exact funding for Q1 YTD, Q2 YTD, Q3 YTD and the full year. The VLOOKUPs use Funding Type and Grade to determine the correct salary contribution and use Funding Body to determine the MFF used in the placement tariff calculation. I will email you our look up table for information, showing distinct salary contribution tables for Tariff and MADEL funding. Secondly we run reports off Intrepid to determine who to fund and for what periods for LTFT funding and NIHR funding. This funding is calculated by our LDA finance team based on look up tables for LTFT and NIHR payment rates, with trainee grade as the key parameter, pro rata for the date range given (to the nearest month). The NPN of each of these trainees' posts is used to determine if post funding had been provided and if so the finance team switches off the post funding. Thirdly, the placement data related to our Lead Employers is used to check the backing data supplied by Lead Employers with their invoices for salary recharges. Fourthly, we need a list of TPDs and which Trust they are seconded from and for how many sessions in order to determine TPD funding - this should ideally come from Intrepid/TIS but currently I don't think it does. If I think of any other funding scenarios I'll make a separate comment.	Dave Rainer -18/09