EFA briefing post 16 - Capita Further and Higher Education

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16-19 Funding 2013/14
Update
May 2013
What is
changing?
Raising
Study
Participation
programmes
Age
Funding
per
student
Funding
per student
Raising
Study
Participation
programmes
Age
Funding
per
student
16-19 education was funded…
Qualification by qualification
• Funding is unfit to support RPA
• Wolf found there to be perverse
incentives which didn’t help raise
standards
• System is very complex and
opaque
16-19 education will be funded…
student by student
• Increased focus on providing the
student with a holistic study
programme which will get them into
university or work
• All students receive same basic
level of funding
• Enables and supports a simple and
transparent funding system
• Subject to A level and GCSE
reform
The new 16-19
funding formula
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Programme
Cost
Weighting
Total
Programme
Funding
Disadvantage
Funding
)
Area
Cost
Allowance
Student
numbers
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Programme
Cost
Weighting
Disadvantag
Funding
)
Area
Cost
Allowance
• This is a count of students to be funded
• Must meet qualifying period of 2 weeks or 6
weeks- will not fund programmes under 2 weeks
• Based on autumn census or ILR return
• Either full time => 540 hours
• Or Part Time < 540 hours
• For 2013/14 and 2014/15 Band 4 = full time
• The bottom band treated as Full Time Equivalent
(FTE), that is a proportion of 600
• Age groups 16-18 and 19-24 for HNS are treated
the same
Student status
Hours required
per year
Full time
540 +
Band 4
450-539
Band 3
360-449
Band 2
280-359
Band 1
up to 280
The National
Funding Rate
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Programme
Cost
Weighting
Disadvantag
Funding
)

Single National Full Time funding rate per student expressed in £

All 16-19 year olds in sixth forms, colleges and independent providers are
funded at the same national funding rate

Out of scope Youth Contract, Young Offenders, 16-18 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.

The rate used in the 2013/14 allocation is £4,000
Area
Cost
Allowance
Part Time
Funding rates
(
Student
Numbers

A full time rate based on circa 600 hours

Three part time rates for bands 2,3,4
National
Funding
Rate per
student
Retention
Factor
Programme
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Student
Number
status
Hours
funded at…
Funding
Rate (13/14
allocations)

Each funded at mid-point of the band

For Band 4 (450-539 hours) for 13/14 and
14/15 we will fund at the full time rate
Full time
600
£4,000
Band 4
600
£4,000
Band 1 (below 280 hours) funded as a
proportion of 600 hours ie 150 hours gets
25% of the National Full Time funding
Rate
Band 3
405
£2700
Band 2
320
£2133
Band 1
% of 600
% of £4,000

Retention
Factor






(
Student
Numbers
Success no longer used in funding, a
retention factor is now used
Applied at student level, not qualification
level
Retained means still studying a core aim
on planned end date or leaves early and is
recorded as completed the core aim
For academic programmes – still studying
one of the academic aims
For vocational programmes still studying
the core aim
Retention FACTOR = half way point
between Retention RATE and 100%
National
Funding
Rate per
student
Retention
Factor
Programme
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Number of students completed
Number of students started
Student retention and
funding
Funding
Leaves before qualifying
period
0
Leaves before planned end
and not recorded as
completed
50%
Retained to planned end date
and recorded as completed
100%
Leaves before planned end
date and recorded as
completed
100%
Programme
Cost Weighting





(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Programme
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Recognition that some vocational subjects are more expensive to teach
than others
Applied to the student’s whole programme
Determined by the student’s core aim ie A Levels or substantial vocational
qualification
All academic programmes uplifted by one weight, which has been
determined by merging the 2 current academic weightings and low cost
vocational programmes and rebasing these as 1,
Vocational Programme Weighting categories are being reduced in number
and re-set to make it simpler: applied at sector subject areas
Cost Weighting
Category
Base
Medium
High
Specialist
Agreed for 2013/14
1.0
1.2
1.3
1.6
Disadvantage
Funding


(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Programme
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Recognises that some students require additional support to participate
and achieve if we are to achieve full participation and improve attainment
Principle is to create a single budget that institutions use as they see fit
Disadvantage
Funding
Economic
Deprivation
Prior Attainment
Disadvantage
Funding
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Disadvantage
Funding
)
Economic
Deprivation
Block one:
• Based on student’s home postcode
• Deprivation is calculated using Index of
Multiple Deprivation 2010. This
examines the student’s home area
based on: income; employment; health
and disability; education, skills and
training; housing and services; living
environment; and crime
• Uplift is between 8.4% and 33.6% of
27% most deprived super output areas
Programme
Cost
Weighting
•
Care Leavers attract a
standard uplift- rate £480
Area
Cost
Allowance
Disadvantage
Funding
(
Student
Numbers
National
Funding
Rate per
student
Programme
Cost
Weighting
Retention
Factor
Disadvantage
Funding
)
Prior
Attainment
Block two:
• Acknowledges the additional cost of students
who need extra learning support
• Used to be graduated
• Based on student’s achievement of GCSE
payments based on
English and maths at end of Year 11
student’s grades
• Funding rate for 13/14 = £480
• Now only a flat rate based
on non-achievement of
• Flat rate for part time bands 2 and 3 = £292
grade C
• Pro rata as per programme costs for band 1
Example
Maths below
grade C
Student 1
yes
Student 2
Student 3
yes
English below
grade C
Funding attracted
per student (£)
£480 x1
yes
£480 x1
yes
£480 x2
Area
Cost
Allowance
Area Cost
Allowance
(
National
Funding
Rate per
student
Student
Numbers
Retention
Factor
Programme
Program
Cost
Cost
Weighting
Weighting
Disadvantage
Funding
)
Area
Area
Cost
Cost
Allowance
Allowance

Reflects the cost of delivery in high cost local areas – remains unchanged

We will continue to calculate this using the same methodology as now

Applied to the whole participation formula
(including all disadvantage)
Area
Uplift
Area
Uplift
Inner London
20%
Oxfordshire
7%
Outer London
12%
Essex (London fringe)
6%
Berkshire
12%
Kent (London fringe)
6%
Crawley
12%
Bedfordshire
3%
Surrey
12%
Hertfordshire (non-London fringe)
3%
Buckingham (London fringe)
10%
Cambridgeshire
2%
Hertfordshire (London fringe)
10%
Hampshire and Isle of Wight
2%
Buckinghamshire (non fringe)
7%
West Sussex non-fringe
1%
Formula protection
funding (FPF)
• Will be paid for at least three academic years until and including
2015/16, where the move to a basic funding rate per student would
otherwise result in a reduction in funding per student.
• 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 will
depend on progress of Ministerial Working Group on the reforms
for large programmes, A levels and GCSEs.
• Enables you to move on with curriculum reforms and simplification
while final details are resolved
TP from
11/12
?
Formula
Protection
Funding
?
High
Needs
Students
?
Student
Support
Funding
Formula protection
funding (FPF)
For example:

Funding per student at Shakespeare College in 2012/13 is calculated at £4500
per student,

The new methodology for 2013/14 gives them £4060 per student,

FPF of £440 per student is included in the 2013/14 allocation
TP from
11/12
?
Formula
Protection
Funding
?
High
Needs
Students
?
Student
Support
Funding
High Needs
Students (HNS)
• This is funding for students with learning difficulties and/or disabilities and/or
special educational needs with support costs above £6,000
• There’s a system based on the same principles for all children and
young people from ages 0 – 24
• It is called place plus – places are funded by the EFA and any additional
top-up funding by the home local authority
• There are three elements to High Needs Funding
TP from
11/12
?
Formula
Protection
Funding
?
High
Needs
Students
?
Student
Support
Funding
High Needs
Students (HNS)
The place – EFA Funded
• Element 1 This is the standard 16-19 Funding Formula as we have
described – it is based on lagged student numbers – this aspect rolls on
from year to year.
• Element 2 This is the first £6,000 of additional support – numbers are
calculated based on information provided by the local authority about
the number of places it is going to commission from each institution and
the EFA adds £6,000 for each place to the allocation – completing the
place funding.
The Plus – Top up Funding – LA Funded
• Element 3 any funding the individual requires above the first two
elements is negotiated and agreed with the student’s home LA
TP from
11/12
?
Formula
Protection
Funding
?
High
Needs
Students
?
Student
Support
Funding
Funding for 1416s in FE
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Program
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Funding for 1416s in FE
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Program
Cost
Weighting
Disadvantage
Funding
)

Student numbers:- all full time

National funding rate:- same as post-16

Retention factor:- there is no retention for pre-16; we intend to use factor of 1

Programme Cost Weighting:- uplift of 4%

Disadvantage Funding (Block 1)
– uses IMD based on pupils home postcode

Disadvantage Funding (Block 2)
– All those who attract funding for IMD also get ALS payments

Area Cost Allowance :- exactly the same
Area
Cost
Allowance
Additional
funding applies
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Pupil Premium for those who qualify:
– those who qualify for Free School Meals (FSMs)
– and, those in Care
Program
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Who Can be
Funded Directly
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Program
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Those FE Colleges who wish to claim direct funding for
14-16s:
 Good or Better (Grade 1 or 2) on most recent Ofsted assessment or
Satisfactory and improving
– Satisfactory/Requires Improvement (Grade 3) rating with significant
improvement in past 4 years
– Significant improvement is defined as an increase in the average point
score per student at L3 GCE A/AS in 2008/09 with the score in 2011/12 (as
published in the Performance Tables)
Who Can be
Funded Directly
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Program
Cost
Weighting
Disadvantage
Funding
 To have completed Self Assessment against criteria checklist and
signed off by Chair of Governors and Principal
 To have written to EFA Territorial Director stating that:
- self –assessment been completed
- signed off by Chair and Principal
- college meets quality criteria
- which year 14-16s direct recruitment will start
)
Area
Cost
Allowance
14-16 Data &
Funding flow
Autumn 2013
ILR return – first 14-16 student numbers
January 2014
Collect data on Pupil Premium eligibility
January 2014
2014/15 Student Number Statement includes 14-16
March 2014
2014/15 Allocations finalised and Funding Guidance
April 2014
First payment of 14-16 funding; profiled payments based a
Financial Year (payments continue for 12 months)
Key Data
Implications (1)
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
2013/14 Data returns – key changes for EFA funding:

Identify core aim

Record planned student-level hours:
– Qualification hours
– Non-qualification hours

Less emphasis on detail at aim level for funding purposes
Program
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Key Data
Implications (2)
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
2013/14 Data returns – Learning Delivery Monitoring:

14-16 year olds
- code 320 – Direct 14-16 provision
- code 321 – Home educated

Traineeships
- code 323
Program
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
What is Funded?
(
Student
Numbers
National
Funding
Rate per
student
Hours that are:

Directly relevant to the study programme

Planned, explicit in the Learning Plan or Timetable

Supervised and/or organised by the provider

Quality Assured by the provider

Within normal working pattern
Retention
Factor
Program
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Qualification
Hours
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Program
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Hours that are delivered towards qualifications
that are approved for teaching to 16-19 year olds
under section 96 of the LSC act 2000
Non Qualification
(
Hours
Student
Numbers

Not counted towards a qualification

Informal certificates

Non-qualification activity

Tutorial purposes

Work experience/Work related activity

Volunteering/Community activities

Enrichment activities
National
Funding
Rate per
student
Retention
Factor
Program
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Not Funded
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
Program
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance

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 or Work Experience organised by anyone other than by or on
behalf of the provider

Volunteering/Community activities that are not organised by or on behalf of the
provider
What Else is
Happening?
(
Student
Numbers
National
Funding
Rate per
student
Retention
Factor
• Review queries raised in response to March allocations
• Funding Guidance 2013/14 published (early May)
• Review overall process  feed into 2014/15 allocations
• Ministerial Working Group – large programmes
• Specific review of Programme cost weightings for 2014/15
• RPA and Study Programmes in place from autumn 2013…
Program
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
Feedback
(
Student
Numbers
National
Funding
Rate per
student

Any questions?

What are key issues for data and systems?

What areas do we need to review/refine?

What else can we do to simplify?
Retention
Factor
Program
Cost
Weighting
Disadvantage
Funding
)
Area
Cost
Allowance
01285 647500 | [email protected]
www.capita.co.uk/fhe
Welcome to Capita’s Further & Higher
Education National Conference 2013
Delivering Solutions to Improve the Student
Experience
Day 2 - Closing remarks
Improving the customer experience
[email protected]
Capita Strategy
• Product Strategy
•
•
Out of the back office
•
Move to Mobile
•
Partnership…in FE and HE
Technology Strategy
•
Representing you at national level
•
The largest user group in further education
•
Getting the basics right
•
Consulting on Student Journey
Customer led presentations
Nigel Rayner
Head of Further & Higher Education
01285 647500 | [email protected]
www.capita.co.uk/fhe
Welcome to Capita’s Further & Higher
Education National Conference 2013
Delivering Solutions to Improve the Student
Experience
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