Transcript Keith Standing, Julie Harrison EFA & Janet Kenward Fairfield Farm

Funding
Models &
Guidance
Championing Young People’s Learning
Questions on Funding
Q Is the current YPLA funding methodology fit for Independent
Specialist Providers?
Q How are General FE Colleges funded and paid under the
methodology?
Q How do Learners “earn funding” under the current methodology?
Q Relationship between Programme funding and Additional
Learning Support (ALS)
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Funding Formula
The 2010/11 funding formula is applied to each learning
aim taken by a learner:
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16-18 Model
• Allocations are paid on a monthly profile – both programme
funding and ALS
• Incentive is strong on participation and success
• Common 16-18 funding system for schools and colleges
• Current learner number drive future funding allocations
• Contract providers (charities/private training organisations) are
subject to a final reconciliation with underperformance below
agreed tolerance levels being recovered from the following year
allocation payments
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GLH – as defined in Frequently Asked Question paper
GLH are defined all times when a member of staff is
present to give specific guidance towards the qualification
or module (learning aim) being studied on a programme.
GLH may include tutorials, learning workshops and
supervised study. It also includes time spent by staff
assessing a learner's achievements, for example in
Foundation Learning.
It does not include time spent by staff in the day-to-day
marking of assignments or homework where the learner is
not present. It does not include hours where supervision or
assistance is of a general nature and is not specific to the
study of the learners”.
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SLN
•
SLN (Standard Learner Number) is a measure of the volume of
activity associated with a qualification, learning aim, learner, contract,
allocation, or any other set of training or education.
•
Whilst SLN gives a robust measure of volume of learning, the relative
cost of that learning must also be taken into account by the funding
formula. The Provider Factor (and component Provider Factor
Weightings) is the measure that reflects the relative cost of provision.
•
The SLN Values of individual learning aims will either be:
• Listed i.e. a fixed rate; or
• Unlisted i.e. a variable rate dependant on the number of glh
delivered.
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Annual SLN
• Annual SLN is the measure used directly in the funding calculations
for the purposes of calculating actuals at learning aim level for 1618 funding model (and also in Adult Learner Responsive Models).
• Annual SLN is derived from the SLN Value by application of the
SLN section of the funding calculations, which then distributes the
SLN Value across the funding years.
An annual SLN Cap at 1.75 (2010/11) is applied when calculating
the SLN value:
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Example of SLN values (1)
A learner starts a 1 year AS level on the 10th January 2010 and
finishes on the 15th December 2010. How much SLN is paid in each
year?
1. On the LAD, find the SLN Value - this can be found on the tab for
each relevant funding model and year in the LAD (here 2009/10 and
2010/11). For this course the SLN Value = 150 GLH.
2. To calculate the SLN Value for a qualification:
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Example SLN values (2)
For each qualification:
3. Does the programme cross a funding year?
Yes – then split the programme by funding year so:
For 2009/10:
Jan –
July
For 2010/11: 1st Aug – 18th Dec
10th
31st
Funding Year:
1st Aug – 31st July
4. Then count the days in each funding year:
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Example SLN values (3)
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Example SLN values (4)
6. How much SLN is paid in each year?
In 2009/10 = 0.197
In 2010/11 = 0.136
If the learner had taken 3 AS levels in the 1 year instead of one,
then:
All AS Levels have the same SLN glh on the LAD – 150
• Therefore the SLN paid each year is multiplied by 3:
This example assumes the dates of each AS level are the same.
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Start criteria for learners
• Annual SLN will be counted when a learner is deemed to have
started.
• A learner is deemed to have started a learning aim once they have
remained on that learning aim for the period of time defined in the
table below.
Learning Aim Length in year
Start Period
>= 24 weeks (long course)
6 weeks
2 to 24 weeks
2 weeks
<2 weeks
1 learning engagement
• For learning aims that span more than one academic year, starts are
determined separately for each year, in line with the approach of
calculating an Annual SLN value separately for each year.
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Provider Factor
•
The Provider Factor includes the following drivers of relative cost:
– Programme Weighting Factor (PWF)
– Disadvantage Uplift
– Area Costs Uplift
– Success Factor
– Short Programme Modifier
– Care Standards
– (long term residential colleges have an additional uplift)
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ALS Guidance
2010-11
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ALS Allocations 2010-11
The learner-responsive ALS allocation system for 2010/11 (similar to
2009-10) is as follows:
ALS Allocation 2010-11
ALS allocation for all learners below £5,500 (excludes first £5,500 for learners above
£5,500).
Total ALS allocation for learners above £5,500 but capped at £19,000 (includes first
£5,500).
---------------------------------------------------------------------------Additional ALS allocation for costs above £19,000 – requires additional evidence for
payment.
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Guidance on ALS
• Sets out the Funding Principles and Expected Uses of
ALS
• Detailed guidance and costing information is available
to providers on completing the ALS costs forms
• Recording activity
• Calculating cash values
• Thresholds
• Compliance evidence
• Advice on initial assessment
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YPLA Guidance ‘Spirit & Intention’
• “ALS should only be recorded for the additional costs
incurred in delivering provision to learners with identified
wholly and exclusively additional individual support
Needs”.
• ALS funding should not be recorded for any general
running costs incurred by a college or provider
• Most of the guidance document written to explain this
and this includes some examples of these principles.
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Detailed ALS Advice
Types of ALS provided to learners includes:
• Additional teaching – either reduced class sizes or
personal support in class
• Other specialist staffing
• Physiotherapy / speech therapist – after assessment by
suitable person and how the support is identified to assisting
learner in meeting their learning aims
• Assessment and review, pre-entry, on entry, on programme
and on exit
• Personal counselling to support learner in achieving learning
goals
• Transport between sites and off-site for mobility impairment
• Administration directly linked to individual learners that is in
excess of usual requirements
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Specialist equipment - ALS Funding
Q College wishes to purchase an expensive piece of equipment to support
a learner with significant additional learning needs. The learner is likely to
take 2 years to complete their initial programme and college hope the
learner will then progress onto further programmes.
A The college can claim a depreciation charge for equipment. It should be
calculated as follows (see paragraphs 41-42):
•
Divide the actual cost of the equipment by the estimated years of useful
life. Only the appropriate element of the depreciation for equipment used
by the learner for the time it is used is eligible for ALS funding.
•
Lease costs may be eligible but will need advice of college finance
department for calculations (paragraph 43).
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Question on ALS & Funding Advice
Does the YPLA ALS Guidance fit for Independent Specialist
Provider?
• Average ALS for General FE is around 8% of allocation
• Specialist LLDD College funded under general methodology in
2010/11 ALS is more than double programme funding
• What % should ALS be for a Independent Specialist Provider?
• What is likely impact of funding cap on LLDD learners?
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