Submitting an Estimate Claim Via the Synergy FIS Provider Portal. Guidance for Free Early Education Providers

Transcription

1 Children Young People and Education Directorate Submitting an Estimate Claim Via the FIS Provider Portal Guidance for Free Early Education Providers Page 1 of 8

2 Contents Introduction... 3 Accessing the Provider Portal... 3 Home Screen... 3 Funding Applications... 4 Funding Summary Tab... 5 Submitting an Estimate Claim (3 and 4 Year Old Funding Only)... 6 After Deadline Date... 7 FAQs... 8 Page 2 of 8

3 Introduction Family Information Service (FIS) Provider Portal is used by child care providers to apply for 2, 3 and 4 year old Early Years funding. The Portal links directly into the system, where the Early Years 2, 3 and 4 Year Old Funding Team will process funding payments. Accessing the Provider Portal When you receive the from Management Information advising you that the Provider Portal is open for submission of estimate claims you will need to login to the system to submit your claim. Enter the User Name and Password in the relevant boxes and click Sign In. The Home Screen will be displayed. The User name is usually the 6-digit DfE URN for your setting. If you cannot remember your password, or if you have locked your password, please Management Information on eyfe@kent.gov.uk and we will reset this for you. Should you need to change your password please remember that passwords must be a minimum of 7 characters in length, contain at least one capital letter, contain at least one number and cannot be the same as the User Name. Please be aware that the same password cannot be used more than once. Home Screen Once a user has logged in the Home Screen will be displayed. In the top right hand corner is the User Name and options for User Settings, where the user can change their password, and Sign Out. On the left hand side are three tabs Home, Forms and Funding. Page 3 of 8

4 Various notifications and messages will also be displayed in this screen from time to time. Funding Applications To start an application for funding, click on the Funding Tab. The Funding screen will be displayed which has five or six tabs at the top on the left hand side, depending on whether Stretch Funding is offered. All providers will have tabs for Summary, Estimates, Actuals, Adjustments and Eligibility Checker. If Stretch Funding is offered there will be an additional tab for Termly Funding Dates. Page 4 of 8

5 Funding Summary Tab This tab shows a summary of Estimates, Actuals (Headcount) and Adjustments that have been submitted. To view a payment summary for a particular term and funding type click Select. A summary of Estimates and Actuals for that term will be displayed. To view a different term or funding type click CHANGE. The screen will return to the list of terms where another can be selected. Page 5 of 8

6 Submitting an Estimate Claim (3 and 4 Year Old Funding Only) Click the Estimates tab. Select the Term and Funding Type if this was not done in a previous screen. Enter the Number of Weeks for the Term (the default for non-stretched terms has been pre-populated). The maximum weeks for each term are as follows: 38 Week Offer 48 Week Stretched Offer AutumnTerm 14 Weeks AutumnTerm 16 Weeks Spring Term 11 Weeks Spring Term 14 Weeks Summer Term 13 Weeks Summer Term 18 Weeks Enter the Estimated Number of Funded Hours Per Week as a total of the weekly funded hours for all children that you are expecting to attend your setting and click Calculate. A message will appear advising of the total number of hours that are being claimed for all children for the term. Example A setting is offering 38 weeks of funding over the year and claiming 14 weeks in the Autumn Term. There are 10 children at the setting 9 of whom are claiming 15 hours and 1 child is claiming 10 hours. The weekly hours claimed is therefore 145 hours. Enter the estimated hours for the term and then click on calculate the system calculates what the total hours for the term might be based on the estimate claim. Check the sum is correct. Then submit your claim by clicking on Send Claim. A green bar will appear at the top to confirm that the submission has been successful. Page 6 of 8

7 Note: The information can be amended and re-submitted whilst the submission dates remain open. Estimate payments will be calculated based on the last submitted information before the final submission date. After Deadline Date Once the Estimate submission date has passed, the Estimate screen for that term will show a summary of what was submitted. Please note this is the termly total funded hours for all children. Page 7 of 8

8 FAQs 1. I am now offering/no longer offering Stretch Funding/30 Hours Funding/2 Year Old Funding. If the type of provision you are offering changes, for example, if you begin or cease to offer Stretch Funding, 30 Hours Funding or 2 Year Old Funding, the Early Years Free Entitlement Team will need to amend your details in the system to reflect these changes. Please, therefore, advise us of any such amendments by ing eyfe@kent.gov.uk or eyfreefor2@kent.gov.uk. 2. I have forgotten my password If you have tried to reset your password using the token and this is not working please contact eyfe@kent.gov.uk or eyfreefor2@kent.gov.uk to have your password reset. 3. I have entered my password incorrectly a number of times and my account is locked. Please contact eyfe@kent.gov.uk or eyfreefor2@kent.gov.uk to have your account unlocked and your password reset. Page 8 of 8