EFA briefing post 16 - Capita Further and Higher Education
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Transcript EFA briefing post 16 - Capita Further and Higher Education
16-19 Funding 2013/14
Update
May 2013
What is
changing?
Raising
Study
Participation
programmes
Age
Funding
per
student
Funding
per student
Raising
Study
Participation
programmes
Age
Funding
per
student
16-19 education was funded…
Qualification by qualification
• Funding is unfit to support RPA
• Wolf found there to be perverse
incentives which didn’t help raise
standards
• System is very complex and
opaque
16-19 education will be funded…
student by student
• Increased focus on providing the
student with a holistic study
programme which will get them into
university or work
• All students receive same basic
level of funding
• Enables and supports a simple and
transparent funding system
• Subject to A level and GCSE
reform
The new 16-19
funding formula
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Programme
Cost
Weighting
Total
Programme
Funding
Disadvantage
Funding
)
Area
Cost
Allowance
Student
numbers
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Programme
Cost
Weighting
Disadvantag
Funding
)
Area
Cost
Allowance
• This is a count of students to be funded
• Must meet qualifying period of 2 weeks or 6
weeks- will not fund programmes under 2 weeks
• Based on autumn census or ILR return
• Either full time => 540 hours
• Or Part Time < 540 hours
• For 2013/14 and 2014/15 Band 4 = full time
• The bottom band treated as Full Time Equivalent
(FTE), that is a proportion of 600
• Age groups 16-18 and 19-24 for HNS are treated
the same
Student status
Hours required
per year
Full time
540 +
Band 4
450-539
Band 3
360-449
Band 2
280-359
Band 1
up to 280
The National
Funding Rate
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Programme
Cost
Weighting
Disadvantag
Funding
)
Single National Full Time funding rate per student expressed in £
All 16-19 year olds in sixth forms, colleges and independent providers are
funded at the same national funding rate
Out of scope Youth Contract, Young Offenders, 16-18 Apprenticeships and
European Social Fund (ESF)
This is the final element of the formula fixed by the EFA. It depends on how
much learning is taking place across the country and the budget.
The rate used in the 2013/14 allocation is £4,000
Area
Cost
Allowance
Part Time
Funding rates
(
Student
Numbers
A full time rate based on circa 600 hours
Three part time rates for bands 2,3,4
National
Funding
Rate per
student
Retention
Factor
Programme
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Student
Number
status
Hours
funded at…
Funding
Rate (13/14
allocations)
Each funded at mid-point of the band
For Band 4 (450-539 hours) for 13/14 and
14/15 we will fund at the full time rate
Full time
600
£4,000
Band 4
600
£4,000
Band 1 (below 280 hours) funded as a
proportion of 600 hours ie 150 hours gets
25% of the National Full Time funding
Rate
Band 3
405
£2700
Band 2
320
£2133
Band 1
% of 600
% of £4,000
Retention
Factor
(
Student
Numbers
Success no longer used in funding, a
retention factor is now used
Applied at student level, not qualification
level
Retained means still studying a core aim
on planned end date or leaves early and is
recorded as completed the core aim
For academic programmes – still studying
one of the academic aims
For vocational programmes still studying
the core aim
Retention FACTOR = half way point
between Retention RATE and 100%
National
Funding
Rate per
student
Retention
Factor
Programme
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Number of students completed
Number of students started
Student retention and
funding
Funding
Leaves before qualifying
period
0
Leaves before planned end
and not recorded as
completed
50%
Retained to planned end date
and recorded as completed
100%
Leaves before planned end
date and recorded as
completed
100%
Programme
Cost Weighting
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Programme
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Recognition that some vocational subjects are more expensive to teach
than others
Applied to the student’s whole programme
Determined by the student’s core aim ie A Levels or substantial vocational
qualification
All academic programmes uplifted by one weight, which has been
determined by merging the 2 current academic weightings and low cost
vocational programmes and rebasing these as 1,
Vocational Programme Weighting categories are being reduced in number
and re-set to make it simpler: applied at sector subject areas
Cost Weighting
Category
Base
Medium
High
Specialist
Agreed for 2013/14
1.0
1.2
1.3
1.6
Disadvantage
Funding
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Programme
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Recognises that some students require additional support to participate
and achieve if we are to achieve full participation and improve attainment
Principle is to create a single budget that institutions use as they see fit
Disadvantage
Funding
Economic
Deprivation
Prior Attainment
Disadvantage
Funding
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Disadvantage
Funding
)
Economic
Deprivation
Block one:
• Based on student’s home postcode
• Deprivation is calculated using Index of
Multiple Deprivation 2010. This
examines the student’s home area
based on: income; employment; health
and disability; education, skills and
training; housing and services; living
environment; and crime
• Uplift is between 8.4% and 33.6% of
27% most deprived super output areas
Programme
Cost
Weighting
•
Care Leavers attract a
standard uplift- rate £480
Area
Cost
Allowance
Disadvantage
Funding
(
Student
Numbers
National
Funding
Rate per
student
Programme
Cost
Weighting
Retention
Factor
Disadvantage
Funding
)
Prior
Attainment
Block two:
• Acknowledges the additional cost of students
who need extra learning support
• Used to be graduated
• Based on student’s achievement of GCSE
payments based on
English and maths at end of Year 11
student’s grades
• Funding rate for 13/14 = £480
• Now only a flat rate based
on non-achievement of
• Flat rate for part time bands 2 and 3 = £292
grade C
• Pro rata as per programme costs for band 1
Example
Maths below
grade C
Student 1
yes
Student 2
Student 3
yes
English below
grade C
Funding attracted
per student (£)
£480 x1
yes
£480 x1
yes
£480 x2
Area
Cost
Allowance
Area Cost
Allowance
(
National
Funding
Rate per
student
Student
Numbers
Retention
Factor
Programme
Program
Cost
Cost
Weighting
Weighting
Disadvantage
Funding
)
Area
Area
Cost
Cost
Allowance
Allowance
Reflects the cost of delivery in high cost local areas – remains unchanged
We will continue to calculate this using the same methodology as now
Applied to the whole participation formula
(including all disadvantage)
Area
Uplift
Area
Uplift
Inner London
20%
Oxfordshire
7%
Outer London
12%
Essex (London fringe)
6%
Berkshire
12%
Kent (London fringe)
6%
Crawley
12%
Bedfordshire
3%
Surrey
12%
Hertfordshire (non-London fringe)
3%
Buckingham (London fringe)
10%
Cambridgeshire
2%
Hertfordshire (London fringe)
10%
Hampshire and Isle of Wight
2%
Buckinghamshire (non fringe)
7%
West Sussex non-fringe
1%
Formula protection
funding (FPF)
• Will be paid for at least three academic years until and including
2015/16, where the move to a basic funding rate per student would
otherwise result in a reduction in funding per student.
• Calculated by comparing funding per student allocated for 2013/14
(excluding transitional protection) with funding per student for
2012/13
• The operation of formula protection funding for future years will
depend on progress of Ministerial Working Group on the reforms
for large programmes, A levels and GCSEs.
• Enables you to move on with curriculum reforms and simplification
while final details are resolved
TP from
11/12
?
Formula
Protection
Funding
?
High
Needs
Students
?
Student
Support
Funding
Formula protection
funding (FPF)
For example:
Funding per student at Shakespeare College in 2012/13 is calculated at £4500
per student,
The new methodology for 2013/14 gives them £4060 per student,
FPF of £440 per student is included in the 2013/14 allocation
TP from
11/12
?
Formula
Protection
Funding
?
High
Needs
Students
?
Student
Support
Funding
High Needs
Students (HNS)
• This is funding for students with learning difficulties and/or disabilities and/or
special educational needs with support costs above £6,000
• There’s a system based on the same principles for all children and
young people from ages 0 – 24
• It is called place plus – places are funded by the EFA and any additional
top-up funding by the home local authority
• There are three elements to High Needs Funding
TP from
11/12
?
Formula
Protection
Funding
?
High
Needs
Students
?
Student
Support
Funding
High Needs
Students (HNS)
The place – EFA Funded
• Element 1 This is the standard 16-19 Funding Formula as we have
described – it is based on lagged student numbers – this aspect rolls on
from year to year.
• Element 2 This is the first £6,000 of additional support – numbers are
calculated based on information provided by the local authority about
the number of places it is going to commission from each institution and
the EFA adds £6,000 for each place to the allocation – completing the
place funding.
The Plus – Top up Funding – LA Funded
• Element 3 any funding the individual requires above the first two
elements is negotiated and agreed with the student’s home LA
TP from
11/12
?
Formula
Protection
Funding
?
High
Needs
Students
?
Student
Support
Funding
Funding for 1416s in FE
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Program
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Funding for 1416s in FE
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Program
Cost
Weighting
Disadvantage
Funding
)
Student numbers:- all full time
National funding rate:- same as post-16
Retention factor:- there is no retention for pre-16; we intend to use factor of 1
Programme Cost Weighting:- uplift of 4%
Disadvantage Funding (Block 1)
– uses IMD based on pupils home postcode
Disadvantage Funding (Block 2)
– All those who attract funding for IMD also get ALS payments
Area Cost Allowance :- exactly the same
Area
Cost
Allowance
Additional
funding applies
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Pupil Premium for those who qualify:
– those who qualify for Free School Meals (FSMs)
– and, those in Care
Program
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Who Can be
Funded Directly
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Program
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Those FE Colleges who wish to claim direct funding for
14-16s:
Good or Better (Grade 1 or 2) on most recent Ofsted assessment or
Satisfactory and improving
– Satisfactory/Requires Improvement (Grade 3) rating with significant
improvement in past 4 years
– Significant improvement is defined as an increase in the average point
score per student at L3 GCE A/AS in 2008/09 with the score in 2011/12 (as
published in the Performance Tables)
Who Can be
Funded Directly
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Program
Cost
Weighting
Disadvantage
Funding
To have completed Self Assessment against criteria checklist and
signed off by Chair of Governors and Principal
To have written to EFA Territorial Director stating that:
- self –assessment been completed
- signed off by Chair and Principal
- college meets quality criteria
- which year 14-16s direct recruitment will start
)
Area
Cost
Allowance
14-16 Data &
Funding flow
Autumn 2013
ILR return – first 14-16 student numbers
January 2014
Collect data on Pupil Premium eligibility
January 2014
2014/15 Student Number Statement includes 14-16
March 2014
2014/15 Allocations finalised and Funding Guidance
April 2014
First payment of 14-16 funding; profiled payments based a
Financial Year (payments continue for 12 months)
Key Data
Implications (1)
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
2013/14 Data returns – key changes for EFA funding:
Identify core aim
Record planned student-level hours:
– Qualification hours
– Non-qualification hours
Less emphasis on detail at aim level for funding purposes
Program
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Key Data
Implications (2)
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
2013/14 Data returns – Learning Delivery Monitoring:
14-16 year olds
- code 320 – Direct 14-16 provision
- code 321 – Home educated
Traineeships
- code 323
Program
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
What is Funded?
(
Student
Numbers
National
Funding
Rate per
student
Hours that are:
Directly relevant to the study programme
Planned, explicit in the Learning Plan or Timetable
Supervised and/or organised by the provider
Quality Assured by the provider
Within normal working pattern
Retention
Factor
Program
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Qualification
Hours
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Program
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Hours that are delivered towards qualifications
that are approved for teaching to 16-19 year olds
under section 96 of the LSC act 2000
Non Qualification
(
Hours
Student
Numbers
Not counted towards a qualification
Informal certificates
Non-qualification activity
Tutorial purposes
Work experience/Work related activity
Volunteering/Community activities
Enrichment activities
National
Funding
Rate per
student
Retention
Factor
Program
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Not Funded
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Program
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Voluntary extra-curricular activities and clubs delivered during breaks or outside
normal working pattern
Study that is homework or independent study/research that is not timetabled
Employment or Work Experience organised by anyone other than by or on
behalf of the provider
Volunteering/Community activities that are not organised by or on behalf of the
provider
What Else is
Happening?
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
• Review queries raised in response to March allocations
• Funding Guidance 2013/14 published (early May)
• Review overall process feed into 2014/15 allocations
• Ministerial Working Group – large programmes
• Specific review of Programme cost weightings for 2014/15
• RPA and Study Programmes in place from autumn 2013…
Program
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Feedback
(
Student
Numbers
National
Funding
Rate per
student
Any questions?
What are key issues for data and systems?
What areas do we need to review/refine?
What else can we do to simplify?
Retention
Factor
Program
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
01285 647500 | [email protected]
www.capita.co.uk/fhe
Welcome to Capita’s Further & Higher
Education National Conference 2013
Delivering Solutions to Improve the Student
Experience
Day 2 - Closing remarks
Improving the customer experience
[email protected]
Capita Strategy
• Product Strategy
•
•
Out of the back office
•
Move to Mobile
•
Partnership…in FE and HE
Technology Strategy
•
Representing you at national level
•
The largest user group in further education
•
Getting the basics right
•
Consulting on Student Journey
Customer led presentations
Nigel Rayner
Head of Further & Higher Education
01285 647500 | [email protected]
www.capita.co.uk/fhe
Welcome to Capita’s Further & Higher
Education National Conference 2013
Delivering Solutions to Improve the Student
Experience