Transcript Student numbers

Academy Sixth Form
Funding 2014/15
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What will be covered
• Useful documents
• Refresh what the elements of the formula are
• What we can confirm
 Since last year’s presentation
 For 2014/15
• Timeline for 2014/15
• What is still to be resolved
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Useful Documents
http://www.education.gov.uk/aboutdfe/executiveagencies/efa/a00
210682/funding-formula-review
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(
The funding formula
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Programme
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Total
Programme
Funding
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Student numbers
 This is a count of students to be funded, based on the autumn
census
 Students must meet qualifying period:
•
2 weeks for programme < 24 weeks
•
6 weeks for programme > 24 weeks
 Either RPA (Raising Participation Age) compliant (540 Hours+)
 Or banded (less than 540 hours)
 For 2014/15, Band 4 funded at the same rate 540 hours +
 Band 1 - Full Time Equivalent (FTE), that is a proportion of 600
Student
Status
RPA
Compliant
Band 4
Band 3
Band 2
Band 1
Hours
reqd. per
Academic
Year
540+
450-539
360-449
280-359
up to 280
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Data used to calculate student numbers
 Autumn Census data used to identify funding bands
Allocation
Student numbers
data from:
2013/14 academic year
2012/13
Funding Band
proportion data
from:
2011/12
2014/15 academic year
2013/14
2012/13
2015/16 academic year
2014/15
2013/14
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Planned hours eligible for funding
Relevant
• Directly relevant to the study programme
Planned
• Explicit in the Learning Plan or Timetable
Supervised
• Hours that are supervised and/or organised by the institution
Quality
Assured
• Hours that are quality assured by the institution
Normal
Working
Pattern
• Hours that are within a normal working pattern
Study Leave
• Where it meets the criteria set out above, is time limited and the weekly
hours do not exceed the student’s planned weekly hours for the overall
study programme
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Recording planned hours for funding
purposes
Qualification
Hours
• Hours that are delivered towards qualifications that
are approved for teaching to 16-19 year olds under
section 96 of the Learning and Skills Act 2000
Non
Qualification
Hours
•
•
•
•
•
•
•
Do not count towards a qualification on section 96
Informal Certificates
Non-qualification activity
Tutorial activity
Work experience/Work related activity
Volunteering/Community activities
Enrichment activities
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Hours that do not count for funding
Voluntary
Homework
• 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
• Employment or work experience organised by
anyone other than by or on behalf of the provider
Volunteering
• Volunteering or community activities that are not
organised by or on behalf of the provider
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Formula protection funding (FPF) (1)
• FPF will be paid for at least three academic years, until and
including 2015/16
• It applies where the move to a basic funding rate per student would
otherwise result in a reduction in funding per student
• Enables institutions to move on with curriculum reforms and
simplification
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Formula protection funding (2)
 For the first of the three years -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
has still to be determined and has been considered within
the Ministerial Working Group along with consideration of
funding of large programmes.
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Condition of funding - English and
Maths
 Any student 16-18 (inclusive) without a grade C in English and/or
maths must be working towards this level
 Students must enrol on GCSE, Functional Skills (FS), Free
standing maths or ESOL
 FS is a stepping stone towards GCSE and not an end in itself
 If the student already has a FS at level 2 then must enrol on
GCSE
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Condition of funding - English and
Maths (2)
 Students not meeting the condition of funding in 2014/15
WILL NOT be counted in lagged funding for 2016/17
 EFA will be issuing a report to show you how you are doing
 DfE will publish a list of what counts as having a grade C
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Planned hours data collection for 2013/14
Planned hours for activity in the current academic year
• Census changes will not be made until the autumn census
2014
• Need to calculate planned hours for each student for
2013/14
• Retrospectively record in the autumn census planned hours
relating to the current academic year
• Autumn census 2014 will also collect planned hours for the
2014/15 academic year
• Discussions with software suppliers
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Retakes
•
For a transitional year in 2013/14 the planned hours for students
repeating activity studied in 2012/13 can be counted
•
Subsequently re-takes will not generally be eligible for funding unless
are exceptional circumstances outside the control of the student or
institution, such as a period of long term sickness, or good
educational reasons
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Timeline
Key Dates for 2014 to 2015 allocations (Schools/Academies)
Date
Event
October 2013
Letter to sector on 2014/15 policy and process
School census closes
January 2014
Send out school funding factors and lagged numbers
February
Deadline for business cases to be with EFA
March
Send out school funding allocations
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Data sources
Autumn
Census 2013
• Lagged student numbers
Autumn
Census 2013 –
end year
2012/13
• Programme size (FT/PT)
• Funding Factors (Retention, Programme Cost
Weighting, Disadvantage Block 1 – Economic)
YP Matched
Administrative
Data 2011/12
• Disadvantage block 2 (Prior attainment)
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Infrastructure cases
New
school/
academy
sixth forms
• Year 1 – 1/3rd capacity
• Year 2 – double actual from year 1
• Year 3 – lagged numbers
New Free
Schools/
UTC/ Studio
School
• Funded on estimates agreed by Project Lead
• Subject to reconciliation
• Estimates applied for variable period depending
on the age range of the school – until all year
groups present
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Sub-contracting (1)
 Sub contracted provision which involves students who live
outside the normal recruitment area of the institution will not
normally be funded.
 Institutions need to make a case for funding of distance subcontracting.
 EFA will consider cases by exception, taking account of:
• whether the provision complies with the principles of study
programmes as set out in Funding Regulations
• whether the whole or part of the programme is sub-contracted
and the extent to which the parent institution is involved in
delivery
• the location of delivery and the nature of travel to learn/travel
to work patterns in the locality
• the extent of student contact with the parent institution
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Sub-contracting (2)
• the extent to which the provision being made is already available
and accessible to students in the area where the sub-contractor
is delivering
• the extent to which a gap in provision has been identified by the
local authority or an employer
 Cases will be moderated in the 2014/15 allocations process
through the standard business case process
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Yet to be finalised
•
Funding of large programmes
•
Application of Formula Protection Funding for 2014/15 and 2015/16
•
Review of Programme cost weightings
•
Funding rates for 2014/15
•
16-19 funding changes as a result of the Spending Review
announcements
•
Outcomes of the consultation on the methodology for discretionary
bursary allocation
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Other online events
Filmed Presentations
•
Post-16 funding – coming soon
•
High Needs for academies – available now
•
High Needs for Local Authorities – available now
Webinars
•
4th November - High Needs for Local Authorities
•
20th November - High Needs for academies
•
25th November - Funding for Free Schools, University Technical
Colleges and Studio Schools
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