2. Impact of DLF The introduction of DLF in 2008/09 created many changes to the funding methodology > Learner-responsive age split > Train to Gain installments > SLN per learner ratio In the next half an hour I am going to consider three, and their impact on planning and performance management at Lewisham College Note: there will be different approaches to the same issues

3. LR age split One funding stream Adult LR (DIUS) 16-18 LR (DCSF) FE mainstream Two funding models became * Could be higher with entitlement funding > Plan-led ‘v’ reconciliation > Different funding rates > Different provider factors > Different enrolment patterns > 2 nd year 19 year-old complexity We revised our Planning File to not apply the new funding methodology, but to set the age and fee related sub-targets This separation requires careful management of both planning and performance Planning for mixed groups of which (sub-targets) 16-18 19+ FF 19+ CF Learners in the group 181062 SLN per learner 1.21.2*1.2 Total SLN21.6127.22.4 Funding rate n/a£2,860£2,775£1,981 Provider Factor n/a1.3331.486 Total£83k£46k£30k£7k

4. £100 £200 £300 £400 £500 £0 JanFebMarAprMayJunJul TtG Instalments Planning and performance monitoring for 08/09 needs to take account of three funding methodologies: Monthly installments Total funding 07/08 09/10 08/09 > Carry-in NVQs (FE) > Carry-in TtG (50:50) > New starts TtG (75:25) Remaining carry-in value can be calculated using data held in PFR spreadsheet The new starts require a careful approach to monthly installment profiles (75:25 with n + 1 where n = months) The change E.g. construction NVQ in 9glh 07/08 09/10 08/09 £0 £400 £800 £1,200 £1,600 £2,000 JanFebMarAprMayJunJul

5. TtG approach We’ve focused on the new starts to create a planning profile which replicates the LIS We update the profile each month to include actual and adjust the remaining profile to maintain annual funding target SO TARGET FOR STARTS ADJUSTED EACH MONTH This becomes critical when, for example, learners start later than planned Our summary planning profile takes account of: > Funding rates > Sector Subject Area > Delivery location > Start month > Duration (glh and months) > Early withdrawals > Non-achievement This calculates a per month funding total, which allows us to model and monitor the year end funding forecast Removing the high and low rates in 2009/10 should make planning even easier as glh becomes irrelevant

6. SLN per learner More SLNs per learner equals more LSC currency per person equals less VfM? 2200 2600 3000 3400 2007/082008/092009/10 Learners down yet SLNs up? SLNs Understand the FT/PT mix, even if the LSC have stopped asking Learners The LSC are using this ratio to set 2009/10 allocations based on ratios in 07/08 and 08/09 F01 Do you know why and when your SLN ratio changes? Shifts in learner type and/or changes to the curriculum? The SLN is LSC currency, the FR x PF is the exchange rate Example above07/0808/0909/10 Total learners250024502400 Total SLNs300030303060 FT learners200020502100 FT SLN ratio1.4 PT learners500400300 PT SLN ratio0.4 Total SLN ratio1.201.241.28

7. And finally…. This presentation and other resources are available online Complete your card for access Oh, and the unofficial funding guide is proving popular with a wide range of FE staff www.fundingguide.co.uk

8. Thank you Any questions?