16-19 Funding Formula Changes

What it means for Schools and Academies

Mark BrowneRaising Participation Partnership

• “To protect institutions while discussions about academic qualifications are ongoing, I can guarantee that no institution will see its funding per student fall as a result of these changes for at least three years”.

Why change?

• Comprehensive Spending Review (October 2010)• Wolf Review (September 2010 and March 2011)• Importance of Teaching (November 2010)• Wolf Response (May 2011)• 16-19 Funding Consultation (July October 2011)• 16-19 Study Programmes (October 2011)• 16-19 Funding formula review (July 2012)

• Because you asked for it!

Raising of the Participation Age

• What it is• Young people in England are expected to continue

in education or training until the end of the academic year in which they turn 17 from 2013 and until their 18th birthday from 2015

• What it is not• Raising of the school leaving age

What is participation?

• Full-time Education:

– School Sixth Form– Further Education College– Sixth Form College– Independent Private Provider

• An Apprenticeship

• Part-time learning if employed, self employed or volunteering for more than 20 hours per week

What were they after

• Per Learner Funded (remove incentives)• Non ring-fenced (autonomy and accountability)• Supports RPA (affordable)• Closes the Gap (x2)• Inputs not outputs (fair)• No hidden extras (transparent)• Aligned (where practical) with pre-16 (targeted)• As few variables as possible (simple)• Avoids destabilisation (helpful)

The Consultation

The (non) Consultation

What is changing

• Goodbye SLNs• Sayonara Provider Factor• Au revoir Programme Weighting• Adios Area Cost• Arrivederci ALS• Farvel Success Factor• Da veezhdanye Disadvantage Funding• Da svedanya Short Course Modifier• La revedere Residential Care Standards

2008 Simplified Formula

SLN (Standard Learner Number)

• SLN was the currency/value• 1 SLN = 450 Guided Learning Hours (glh)• 1 AS Level = 150 glh or 0.33 SLN• 1 GCSE = 100 glh or 0.22 SLN• Enrichment = 30 glh or 0.066 SLN• Funding per SLN (2012/13) £2,920• SLN cap of 1.56 SLN or 702 glh• National average SLN is 580 glh per learner• 1.29 SLN per learner• £3,767 per learner

Provider Factor

• Recognises differences between providers• Incentivises improvements

• Disadvantage Uplift (Index Multiple Deprivation) +• Programme Weighting +• Area Cost +• Success Factor -• £3,767 x 1.111 = £4,185 per learner

Area Cost Weightings

Programme Weightings

Additional Learning Support

Success Factor• Learner 1 A* A2 maths• Learner 2 A A2 physics• Learner 3 B A2 politics• Learner 4 withdraws• Success Factor 0.875• Learner 1 D A2 media studies• Learner 2 E A2 sociology• Learner 3 D A2 drama• Learner 4 withdraws• Success Factor 0.875

Transitional Protection (TP)

The Simplified Model

(

( )

1. Disadvantage funding

2. Participation funding

• Full Time

• Part Time

• Weightings

3. Success rates

4. Further simplification

5. Implementation

Formula Changes (proposed)

• Single disadvantage fund for low level ALS

• Where costs are below £6,000

• Made up from two blocks

1. Economic deprivation

2. Prior attainment of GCSE English and maths

• Where costs are above £6,000, provider would apply to the local authority to access the High Needs block (or top up fund)

Disadvantage Funding

• Basic funding rate per learner, per year (600 glh)• 1 full time rate and 4 part time rates

• Pressure from on high likely to introduce higher rate (full time + - will bring national funding rate down)

• Rate likely to be set in December

• Work with £3,900

• Aligned with principles of the Study Programme

• Wine glass approach - fill it or don’t!

Participation Funding

Retention Factor• A* A2 maths• B A2 physics• U A2 sociology• Withdraws from A2 politics• Success Factor 0.75

• A* A2 maths• B A2 physics• U A2 sociology• Withdraws from A2 politics• Retention Factor 1.0

Retention Factor

• Negative factor• Young person completing their ‘learning’• No penalty for failure• Take principal learning aim • Half way between actual and 100%• Simplistic• Change to the census may be needed• Likely to bring the national funding rate down

Programme Weightings

• No more than 5. Likely to be 3• Academic weightings merged (therefore disappear)• Push national funding rate up• Weighting for vocational programmes only• Low, medium and high

Area Cost Weightings

• No change for Berkshire• Will apply to everything (at formula end)• 12% increase on Disadvantage funding

Formula Protection Funding

• Transitional Protection remains• 2012/13 funding per learner £5,000

– Of which £400 transitional protection– Base funding of £4,600

• 2013/14 rate is (example) £4,368• Formula protection funding £232• Transitional protection funding £250• Total funding per learner £4,850

Formula Protection Funding

• 2012/13 funding per learner £4,000– Of which £400 transitional protection– Base funding of £3,600

• 2013/14 rate is (example) £4,368• Formula protection funding £768• Transitional protection funding £300• Total funding per learner £5,436

GCSE condition

• English and maths GCSE will need to be offered to those who have not achieved Grade C or above

• Funding removed if this isn’t done• Earliest it will happen is 2016/17• Will require census change

Study Programmes

• All 16-19 year olds have a programme of study which is:– Coherent– Well though out– Breadth and depth– Does not limit future options

• Contact time, a qualification of substantial size and value, provision for GCSE English and maths and workplace experience to aid vocational progression (and more…….)

Old Curriculum

New Curriculum

Progression

• Destination measures (60% progression to HE)• Will it decrease?

– Fees increase– Young people more aware how tough it is– Parents more aware of alternatives– Apprenticeship demand

• How can the Sixth Form better prepare young people for that next step, especially those not going on to HE?

• Is there a financial incentive as well as an educational one?

Consider….

• Think 16-19 – Year 14• Sandwich courses• Year 12 and 13 Work Experience

– In year– After year 13

• Apprenticeship access course• Preparation for work programme• Internships (around specialist status)• Volunteering programme

Example

• Start Date 05/09/2013– AS physics, maths and English– A2 physics, maths and English– Independent Living Skills, Preparation for Life

and Work (ZILSK14E) (or 60066489)• End date 21/06/2016• Think totality of programme

• Three years funding?– from £9,700 to £14,550

Vocationally strengthen

• Young people aren't work ready when leaving education………….

• ……………………..and its your fault• Young people value work experience (at the right

time and where relevant)• Is Year 10 and 11 the right time?• Employers prepared to offer experience• Removal of KS4 entitlement (and funding)• Post-16 is funded!• Role of Education Business Partnerships• Branded programme

Next steps

• 2012/13 shadow allocation (18 October)• 2013/14 national funding rate set in December• 2013/14 allocation in March 2013• Autumn census return October 2013

– All those in learning between 1 August 2013 and on or around 6 October

• Get numbers up for 2014/15• For when transitional protection ends in 2015/16• Lets not forget A level reform 2014 - 2018

Starter for 10

• Isn’t this fraudulent?• If a learner completes their AS are you sure it isn't

fraudulent to record their status as ‘study continuing’ beyond their completion date?

• How does the census return tie in with awarding bodies?

• Does this mean we cannot ‘cash in’ qualifications?• What will Ofsted think?• Will it affect the QSR?• Will the six week rule still apply?

Questions and (hopefully) answers