Apps Co-Investment Calculator

Analyze provider co-investment contributions and PMR collections

What is the Co-Investment Report? (Report 168-188)

The Co-Investment report identifies apprenticeships where employer co-investment is required. This tool analyzes the "Co-investment and PMRs" tab which shows monthly co-investment amounts due from employers and PMR (Payment) records collected.

The report identifies apprenticeships meeting either criteria:

Apprenticeships with co-investment values generated for payments due from employers (this year or previous years)
Apprenticeships with one or more ILR "PMR" (Payment) records

When the Report is Blank:

If no co-investment is required and you haven't recorded PMR payments, this report will be blank. For small employers with 100% ESFA co-investment (no employer contribution), apprentices won't appear unless PMR records exist.

What the Tool Shows

Monthly Co-Investment Due

Shows co-investment required from employers for each month (August R01 through July R12, plus R13/R14) for each apprentice

PMR Collections

Displays employer contribution payments (PMR records) collected in previous and current funding years

Completion Earnings & Payments

Shows completion earnings and payments to help identify when completion payments weren't made due to outstanding co-investment

Collection Percentage

Calculates percentage of co-investment collected using PMR values recorded

Special Cases & LDM Codes

LDM Code 356: Own Employees

If delivering apprenticeships to your own staff, record LDM code 356. You don't need to record co-investment payments in the ILR, but apprentices will still appear on this report to indicate the co-investment that's technically required.

LDM Code 361: Waiver

In exceptional cases with ESFA authorization, use LDM code 361 when there's no requirement to record payment transactions. Apprentices will still appear on this report showing the required co-investment.

LDM Indicator Column

The report includes a column to indicate when LDM code 356 or 361 has been used, helping you identify these special scenarios.

How to Use the Calculator

1Download Report from ESFA

• Available as Excel (.xlsx) file
• Contains multiple tabs/sheets
• Do not rename the file from its original DfE format

2Upload to Calculator

Upload your Excel file. The tool will:

• Automatically select the "Co-investment and PMRs" tab
• Parse the data and validate the structure
• Display available sheets if multiple exist

3Review Dashboard

View summary statistics including total learners, total co-investment due, total PMR collected, and overall collection percentage

4Analyze Learner Details

Switch to table view to explore individual apprentice records, filter data, and drill down into specific co-investment details

Understanding Co-Investment Percentages

Co-investment rates depend on start date:

• Before 1 April 2019: 10% employer co-investment
• On or after 1 April 2019: 5% employer co-investment

The report includes an "Employer co-investment percentage" column showing the applicable rate for each apprentice, plus an "Applicable programme start date" used to determine this percentage.

Important Points About Co-Investment

•Employer identification: Report uses Employer identifier (ERN) from ILR and displays employer name from apprenticeship service
•Multiple employers: If multiple employers/names exist, this is flagged with count columns
•Completion payments: Tool highlights situations where completion payment wasn't made due to outstanding co-investment
•Levy funding indicator: Shows if apprenticeship received levy funding (making co-investment calculation more complex)
•100% ESFA funding indicator: Flags if funded at 100% at some point (due to small employer waiver or redundancy)
•Collection percentage care: When PMR or co-investment spread across multiple rows, interpret percentage carefully

Tips for Managing Co-Investment

•Use both analyzers: Analyze both "Co-investment and PMRs" (this tool) and "Employer-level co-investment" (separate tool) for complete picture
•Monitor completion payments: Check for outstanding co-investment preventing completion payments from being made
•Track PMR records: Ensure PMR payments are recorded correctly in your ILR to match co-investment due
•Check LDM codes: Verify LDM 356/361 are used appropriately for own employees or waivers
•Review multiple employers: Pay special attention to apprentices with multiple employer IDs or names

Ready to Analyze?

Upload your Apps Co-Investment Contributions Report to analyze provider co-investment and PMR collections.

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