Presentation on theme: "An update on funding for the 2014 to 2015 academic year"— Presentation transcript:
1 An update on 16-19 funding for the 2014 to 2015 academic year
2 Agenda Welcome and introduction Session 1 - Areas where funding policy is changingSession 2 - Funding per student updateSession Allocations for 2014 to 2015Session 4 - High needs funding
3 ( ) The funding formula Programme Cost Weighting Area Cost Allowance Disadvantage FundingAreaCost AllowanceStudent NumbersNational Funding Rate per studentRetention Factor()Total Programme Funding
4 ……plus extras (if applicable) Programme Cost WeightingDisadvantageFundingStudent NumbersNational Funding Rate per studentRetention Factor()Area Cost AllowanceTotal Programme FundingTP from 11/12Formula Protection FundingHigh Needs StudentsStudent Support Funding
5 Program Cost Weighting National Funding Rate per student Student numbersProgram Cost WeightingDisadvantagFundingArea Cost AllowanceNational Funding Rate per studentRetention Factor()Student NumbersThis is a count of students to be fundedMust meet qualifying period of 2 weeks or 6 weeks- will not fund programmes under 2 weeksBased on autumn census or ILR returnEither full time => 540 hoursOr Part Time < 540 hoursStudent statusHours required per yearFull time540 +Band 4Band 3Band 2Band 1up to 280
6 Program Cost Weighting National Funding Rate per student The National Funding RateProgram Cost WeightingDisadvantagFundingArea Cost AllowanceStudent NumbersRetention Factor()National Funding Rate per studentSingle National Full Time funding rate per student expressed in £All year olds in English sixth forms, colleges and independent providers are funded at the same national funding rate (except Youth Contract, Young Offenders, 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.
7 Program Cost Weighting National Funding Rate per student Retention FactorProgram Cost WeightingDisadvantagFundingArea Cost AllowanceStudent NumbersNational Funding Rate per student()Retention FactorSuccess no longer used in funding, a retention factor is now usedApplied at student level, not qualification levelRetained means still studying a core aim on planned end date or leaves early and is recorded as completed the core aimFor academic programmes – still studying one of the academic aimsFor vocational programmes still studying the core aimRetention FACTOR =half way point between Retention RATE and 100%Number of students completedNumber of students startedStudent Retention and fundingFundingLeaves before qualifying periodLeaves before planned end and not recorded as completed50%Retained to planned end date and recorded as completed100%Leaves before planned end date and recorded as completed
8 National Funding Rate per student Programme Cost Weighting DisadvantagFundingArea Cost AllowanceStudent NumbersNational Funding Rate per studentRetention Factor()Programme Cost WeightingRecognition that some vocational subjects are more expensive to teach than othersApplied to the student’s whole programmeDetermined by the student’s core aim ie A Levels or substantial vocational qualificationAll academic programmes uplifted by one weight, which has been determined by merging the 2 current academic weightings and rebasing as 1,Vocational Programme Weighting categories are being reduced in number and re-based to make it simpler: applied at sector subject areasCost Weighting Category2012/13 equivalentProposed 2013/14Academic1.061.00Low1.101.04Medium1.281.21High1.601.51Specialist1.721.62
9 National Funding Rate per student Programme Cost Weighting DisadvantagFundingArea Cost AllowanceStudent NumbersNational Funding Rate per studentRetention Factor()Programme Cost WeightingShadow AllocationsBased on whole-year 2010/11 data – same data source as for full-time/part-timeNo major issues with data – but inevitably some turbulence due to reduced number of categoriesDoesn’t take account of any business cases or protection of programme weighting in 2012/13 allocation, so may be some reductionsDetailed list of sector subject areas and weightings will be given in [Field Guide]
10 National Funding Rate per student Disadvantage FundingProgramCost WeightingArea Cost AllowanceStudent NumbersNational Funding Rate per studentRetention Factor()Disadvantage FundingRecognises that some students require additional support to participate and achieve if we are to achieve full participation and improve attainmentPrinciple is to create a Single budget that institutions use as they see fitDisadvantage FundingEconomicDeprivationPrior AttainmentFunds not ring-fencedSimple and transparentCalculated in two blocks, shown separately within the funding formula and paid as a single budget on profileFlat rate minimum amount, allocated to institutions in receipt/below a threshold, of either disadvantage or ALS from the formula
11 National Funding Rate per student Disadvantage FundingProgramCost WeightingArea Cost AllowanceStudent NumbersNational Funding Rate per studentRetention Factor()Disadvantage FundingEconomicDeprivationBlock one:Based on students’ home postcodeDeprivation is calculated using Index of Multiple Deprivation This examines the students’ home area based on: income; employment; health and disability; education, skills and training; housing and services; living environment; and crimeUplift is between 8.4% and 33.6%Additional categories are no longer eligibleCare Leavers attract a standard uplift- rateIMD is used to measure 27% most deprived lower super output areas (LSOA) within EnglandAdditional categoriesBasic skills learnersThose living in hostels and residential centres.Those with mental health problems.Travellers.Those whose statutory education has been interrupted.Those in care or who have recently left care.Asylum seekers eligible for YPLA funding according to the Funding Regulations guidance.Refugees.Ex-offenders.Offenders serving their sentence in the community.Full time carers.Those recovering from alcohol or drug dependency.Learners funded by the Single Regeneration Budget.Learners funded under the Offender Learning and Skills Service (OLASS) arrangements.People living in supported accommodation provided by a registered social landlord (RSL) or housing association (HA) registered with the Housing Corporation, or provided by another non-profit-making organisation in a building owned by an RSL or HA.People living in supported accommodation provided by a registered charity.People living in supported accommodation registered with the local authority or National Housing Federation.
12 National Funding Rate per student Disadvantage FundingProgramCost WeightingArea Cost AllowanceStudent NumbersNational Funding Rate per studentRetention Factor()Disadvantage FundingPrior AttainmentBlock two:Acknowledges the additional cost of students who need extra learning supportBased on students’ achievement of GCSE English and maths at end of Year 11Funding rate for shadow allocations =£450Reduced flat rate for part time = £274- pro rata as per programme costsUsed to be graduated payments based on student’s gradesNow only a flat rate based on non-achievement of grade CShadow AllocationsBlock 1 - Same index as for 2012/13 allocations so relatively little turbulence as a resultSome change due to exclusion of additional categories for FEBlock 2 – uses matched database from 2009/10, total numbers shown on statement and in ShACT but not in background ShACT spreadsheetsFlat rate so likely to result in some turbulenceAlso no historical element in FE so will result in changes as a resultExampleMaths below grade CEnglish below grade CFunding attracted per student (£)Student 1yes*Rate x1Student 2Student 3*Rate x2
13 ( ) ( ) Area Cost Allowance Program Cost WeightingDisadvantagFundingStudent NumbersNational Funding Rate per studentRetention Factor()Area Cost AllowanceProgram Cost WeightingDisadvantagFundingStudent NumbersNational Funding Rate per studentRetention Factor()Area Cost AllowanceReflects the cost of delivery in high cost local areasWe will continue to calculate this using the same methodology as nowApplied to the whole participation formula (including all disadvantage)AreaUpliftOxfordshire7%Essex (London fringe)6%Kent (London fringe)Bedfordshire3%Hertfordshire (non-London fringe)Cambridgeshire2%Hampshire and Isle of WightWest Sussex non-fringe1%AreaUpliftInner London20%Outer London12%BerkshireCrawleySurreyBuckingham (London fringe)10%Hertfordshire (London fringe)Buckinghamshire (non fringe)7%
14 2014 to 2015 Areas where funding policy is changing
15 Funding of 18 year olds New for 2014/15 Band Study programme hours and ages5Full time 16/17 year olds doing 540 hours or more4Full time for 18 year olds and 16/17 year olds doing between 450 and 539 hours3Between 360 and 449 hours2Between 280 and 359 hours1Less than 280 hoursStudents who are 18 or over at 31st August preceding the start of the academic yearNew for 2014/15
16 Formula protection funding (FPF) FPF was introduced for 2013 to 14 to be paid for at least three academic years, until and including 2015/16For 2014 to 15 it will:Reduce from any gains in the formula – e.g. where the value of the formula increases due to improved retention, more students attracting disadvantage, increased programme size, for example FPF will reduceStay the same if the value of the formula reducesShould the value of the formula exceed the funding per student paid in 2012 to 13 then the formula, net of FPF, is paid in fullFor those institutions with additional TP for short courses in 2013 to 14, in 2014 to 15 this additional amount will be half the amount it was in 2013 to 14New for 2014/15
17 Formula Protection Funding £4,500£4,300£3,80012/ / /15Formula downFPF the sameFunding per student reduces£500£4700£4,500£4,00012/ / /15£4,700 per student from the formula£500£500
18 Free meals for 16-19 year olds Programme cost weightingsExtends eligibility for free meals to disadvantaged students in further education and sixth form collegesCurrently only eligible students in school sixth forms have an entitlement to free meals.Further details in January 2014.The review of Programme Cost Weighting is now completed and has been considered by MinistersThere will be no changes to these weightings for 2014 to15We will keep the weightings under review
19 Planned hours eligible for funding RelevantDirectly relevant to the study programmePlannedExplicit in the Learning Plan or TimetableSupervisedHours that are supervised and/or organised by the institutionQuality AssuredHours that are quality assured by the institutionNormal Working PatternHours that are within an institution’s normal working patternStudy LeaveWhere 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
20 Hours that do not count for funding VoluntaryVoluntary extra-curricular activities and clubs delivered during breaks or outside normal working patternHomeworkStudy that is homework or independent study/research that is not timetabledEmploymentEmployment or work experience organised by anyone other than by or on behalf of the providerVolunteeringVolunteering or community activities that are not organised by or on behalf of the provider
21 Recording planned hours for funding purposes Qualification HoursHours that are delivered towards qualifications that are approved for teaching to year olds under section 96 of the Learning and Skills Act 2000Non Qualification HoursDo not count towards a qualification on section 96Informal CertificatesNon-qualification activityTutorial activityWork experience/Work related activityVolunteering/Community activitiesEnrichment activities
22 Planned hours: Schools and academies with sixth forms You need to capture planned qualification hours and non-qualification hours separately in readiness for recording.FieldsCensusPlanned hours for qualificationsPlanned hours for non-qualificationsAutumn 2014Students in 2013/14Students in 2014/15Autumn 2015Students in 2015/16Autumn 2016Students in 2016/17
23 Work experience-developments From 2014 to15 the way non-qualification activity is recorded will changeWork Experience will need to have taken place within an EXTERNAL employers’ workplaceSimulated work environments should be separately recorded as non-qualification activityInstitutions/providers need to put arrangements in place to achieve this during 2013 to14Activity in, for example, a college crèche or restaurant would not count as external work experience
24 English and Maths condition of funding From September 2013, students who did not hold an A*-C in English or maths needed to continue to study towards:GCSE/iGCSE, orFunctional Skills, Free Standing Maths or ESOL qualifications as stepping stones to GCSE.This becomes a condition of funds from the beginning of the 14 to15 academic year.This means any student recruited from 1 August 2014 without at least a GCSE grade C in these subjects and not registered to work towards this level will not be counted for your funding allocation for 2016 to17ACTION FOR 2014/15
26 Timeline Key Dates for 2014 to 2015 allocations (schools / academies): EventOctober 2013School census return dateJanuary 2014Send out school funding factors based on 2012 to13 data and lagged numbers based on 2013 to14 recruitmentFebruaryDeadline for business cases to be with EFAMarchEFA confirms national rateEFA send out school funding allocations
27 Lagged Student Numbers Schools/Academies2013 to 14 student numbers based on autumn 2013 census
28 Data Sources (Schools/Academies) Autumn Census 2013 – autumn 2013 data for:Lagged student numbers – i.e. how many students will be fundedAutumn Census 2013 – end-year 2012 to 13 data for:Programme Size (Full-time/part-time)Funding factors – retention, programme cost weighting, disadvantage block 1 (economic disadvantage)These factors determine the level of funding per studentYP Matched Administrative Data, 2011to12 for:Disadvantage block 2 (GCSE English and maths grades) (DN: may also be used for bursaries)Affects the level of funding per student
29 Useful DocumentsFunding formula review -Funding guidance - https://media.education.gov.uk/assets/files/pdf/f/funding%20review%20june%2013%20v4.pdf
31 From 2015 to 2016 academic yearA lagged system for most places based on the latest available dataFlags already included in ILRFlags will be included in the school census from 2014 to 15There will still be an opportunity for local authorities and institutions to discuss any expected substantial changes to the pattern of provision.
32 2013 to 2014 academic yearWe changed the high needs funding system in preparation for the Children & Families Bill and the significant reforms to the SEN system which will come into force from September 2014.Institutions need more stability in place funding and we have clarified that it is not specific to an individual student or local authority.In some cases, placement decisions and contracts have been finalised much later than envisaged.We have played, and continue to play, a supportive role to aid discussions between local authorities and institutions.
33 HNS 2014 to 2015 place funding Place Plus Element 3Element 2Element 1PlacePlusAccurate place funding gives security to institutions, and gives LAs greater control over top-up fundingIntention to base place funding for 2015 to 2016 onwards on prior year dataFor 2014 to 2015, therefore, expect place numbers to be closely based on the actual numbers of placements commissioned in institutions for current year (2013 to 2014)
34 2014 to 2015 key changesWe will be taking a step towards a lagged system and have designed the process to provide more stability in place funding for institutions.We have encouraged dialogue between local authorities and institutions since we launched the 2014 to15 place review process in July 2013.We have shared 2012 to 13 R14 ILR data with local authorities and requested they take this into account when planning for 2014 to15.We know that 2013 to14 allocated volumes are not robust in many cases have asked local authorities to declare post to 2014 actuals on their high needs template (HNT)We only expect 2014 to15 numbers to deviate from 2013 to 14 actuals where there are significant changes that LAs know will happen.
35 2014 to 2015 TimetableOn-going dialogue between institutions and local authority regarding place numbers for 2014 to15November: Update to HNTs (high needs templates) for local authorities, including 2012 to13 ILR dataDecember 23rd: Local authorities return HNTs and submissionsJanuary 17th: Share 2014 to 15 high needs places with FE, CCPs, NMSS and ISPsJanuary 31st: FE, CCPs, NMSS and ISPs return exceptional submissionsFebruary: Confirmation of outcome of local authority and institution submissionsMarch: Final high needs allocations issued to local authorities and institutions
36 WebsiteWe have created a new high needs webpage, bringing together information for local authorities and institutions into a single place to improve access