Academy Sixth Form Funding 2014/15 1

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 2

Useful Documents /funding-formula-review 3

Total Programme Funding Programme Cost Weighting Disadvantage Funding Area Cost Allowance Student Numbers National Funding Rate per student Retention Factor () The funding formula 4

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 4Band 3Band 2Band 1 Hours reqd. per Academic Year up to 280 5

Data used to calculate student numbers  Autumn Census data used to identify funding bands Allocation Student numbers data from: Funding Band proportion data from: 2013/14 academic year2012/132011/ /15 academic year2013/142012/ /16 academic year2014/152013/14 6

Planned hours eligible for funding Directly relevant to the study programme Relevant Explicit in the Learning Plan or Timetable Planned Hours that are supervised and/or organised by the institution Supervised Hours that are quality assured by the institution Quality Assured Hours that are within a normal working pattern Normal Working Pattern 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 Study Leave 7

Recording planned hours for funding purposes Hours that are delivered towards qualifications that are approved for teaching to year olds under section 96 of the Learning and Skills Act 2000 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 Non Qualification Hours 8

Hours that do not count for funding Voluntary extra-curricular activities and clubs delivered during breaks or outside normal working pattern Voluntary Study that is homework or independent study/research that is not timetabled Homework Employment or work experience organised by anyone other than by or on behalf of the provider Employment Volunteering or community activities that are not organised by or on behalf of the provider Volunteering 9

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 Formula protection funding (FPF) (1) 10

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. 11

Condition of funding - English and Maths  Any student (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 12

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 13

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 14

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 15

Timeline Key Dates for 2014 to 2015 allocations (Schools/Academies) DateEvent October 2013Letter to sector on 2014/15 policy and process School census closes January 2014Send out school funding factors and lagged numbers FebruaryDeadline for business cases to be with EFA MarchSend out school funding allocations 16

Data sources Lagged student numbers Autumn Census 2013 Programme size (FT/PT) Funding Factors (Retention, Programme Cost Weighting, Disadvantage Block 1 – Economic) Autumn Census 2013 – end year 2012/13 Disadvantage block 2 (Prior attainment) YP Matched Administrative Data 2011/12 17

Infrastructure cases Year 1 – 1/3 rd capacity Year 2 – double actual from year 1 Year 3 – lagged numbers New school/ academy sixth forms 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 New Free Schools/ UTC/ Studio School 18

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 sub- contracting.  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 19

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 20

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/ funding changes as a result of the Spending Review announcements Outcomes of the consultation on the methodology for discretionary bursary allocation 21

Other online events Filmed Presentations Post-16 funding – coming soon High Needs for academies – available now High Needs for Local Authorities – available now Webinars 4 th November - High Needs for Local Authorities 20 th November - High Needs for academies 25 th November - Funding for Free Schools, University Technical Colleges and Studio Schools 22